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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 1 ORANGE WAY · WINDSOR, CT 060954774 | Advisory (Participants) | $21,294 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $6,753 |
Service code 49 | Other Services | $1,369 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,381 | $91,439-71.1% | $135,974-80.6% | $71,511-63.1% |
| Participation rate | 48.8% | 75.7%-26.9pp | 81.9%-33.2pp | 67.9%-19.2pp |
| Annual return | 13.24% | 29.90%-16.7pp | 68.30%-55.1pp | 28.86%-15.6pp |
| Employer contribution / active EE | $817 | $3,705-77.9% | $4,859-83.2% | $2,589-68.4% |
| Participant deferral / active EE | $2,654 | $7,093-62.6% | $7,760-65.8% | $4,291-38.1% |
| Admin fee / account holder | $253 | $1,267-80.1% | $10,767-97.7% | $1,588-84.1% |