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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,274 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,466 | $89,739-44.9% | $149,718-67.0% | $62,292-20.6% |
| Participation rate | 63.6% | 85.1%-21.5pp | 87.1%-23.5pp | 69.5%-5.9pp |
| Annual return | 17.06% | 21.01%-3.9pp | 1501.63%-1484.6pp | 28.90%-11.8pp |
| Employer contribution / active EE | $421 | $3,233-87.0% | $5,445-92.3% | $2,042-79.4% |
| Participant deferral / active EE | $4,789 | $4,797-0.2% | $6,569-27.1% | $3,169+51.1% |
| Admin fee / account holder | $30 | $551-94.6% | $11,283-99.7% | $479-93.8% |