Filed January 31, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $18,120 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $12,080 |
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 · EIN 48-0570799 | Other Services | $6,847 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $265,195-100.0% | $422,209-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.9%-55.9pp |
| Annual return | 7.59% | 13.43%-5.8pp | 12.68%-5.1pp | 24.44%-16.8pp |
| Employer contribution / active EE | $0 | $48,134-100.0% | $41,595-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |