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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 | $106,230-9.2% | $147,080-34.4% | $77,736+24.1% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 13.91% | 56.91%-43.0pp | 420.17%-406.3pp | 31.26%-17.3pp |
| Employer contribution / active EE | $3,506 | $4,072-13.9% | $4,933-28.9% | $2,728+28.5% |
| Participant deferral / active EE | $10,824 | $8,001+35.3% | $8,066+34.2% | $4,651+132.7% |
| Admin fee / account holder | $98 | $338-71.2% | $12,989-99.2% | $433-77.5% |