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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $27,183 |
LATITUDE SERVICE COMPANY INC4 years Service code 49 · EIN 82-1371994 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $17,502 |
MORNINGSTAR9 years Service code 27 | Advisory (Plan) | $5,415 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,495 | $106,164-9.1% | $147,041-34.4% | $77,692+24.2% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 13.91% | 56.81%-42.9pp | 419.21%-405.3pp | 31.25%-17.3pp |
| Employer contribution / active EE | $3,506 | $4,066-13.8% | $4,935-29.0% | $2,726+28.6% |
| Participant deferral / active EE | $10,824 | $7,993+35.4% | $8,071+34.1% | $4,648+132.9% |
| Admin fee / account holder | $98 | $338-71.1% | $13,006-99.2% | $431-77.3% |