Filed January 31, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,851 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,851 |
GOLDLEAF PARTNERS1 year Service code 99 · EIN 45-0514557 | Other Fees | $2,535 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,373 | $71,802-64.7% | $133,975-81.1% | $57,658-56.0% |
| Participation rate | 98.0% | 85.5%+12.6pp | 87.1%+11.0pp | 70.2%+27.8pp |
| Annual return | 8.21% | 13.51%-5.3pp | 29.29%-21.1pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,392 | $3,161-56.0% | $5,211-73.3% | $1,974-29.5% |
| Participant deferral / active EE | $2,994 | $4,606-35.0% | $6,282-52.3% | $3,061-2.2% |
| Admin fee / account holder | $25 | $88-71.0% | $9,324-99.7% | $95-73.1% |