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| Provider | Service type | Compensation |
|---|---|---|
ANDERSON & REED, LLP1+ years Filed as: ANDERSON AND COMPANY Service code 99 · EIN 22-2892865 | Other Fees | $0 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,748 | $52,467-64.3% | $57,196-67.2% | $55,167-66.0% |
| Participation rate | 41.7% | 75.8%-34.1pp | 75.3%-33.6pp | 69.0%-27.3pp |
| Annual return | 0.00% | 7.72%-7.7pp | 14.59%-14.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $734 | $2,477-70.4% | $2,683-72.6% | $1,963-62.6% |
| Participant deferral / active EE | $1,145 | $2,830-59.6% | $3,096-63.0% | $3,054-62.5% |
| Admin fee / account holder | $8 | $269-96.9% | $3,141-99.7% | $504-98.4% |