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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $157 |
Filed as: VOYA Service code 55 · EIN 71-0294708 | Other Commissions | $157 |
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,953 | $70,083-85.8% | $59,899-83.4% | $55,725-82.1% |
| Participation rate | 98.9% | 78.4%+20.5pp | 74.7%+24.2pp | 70.9%+28.0pp |
| Annual return | 8.74% | 3.13%+5.6pp | 3.46%+5.3pp | 244.93%-236.2pp |
| Employer contribution / active EE | $1,047 | $2,878-63.6% | $2,723-61.5% | $2,078-49.6% |
| Participant deferral / active EE | $1,038 | $3,079-66.3% | $3,402-69.5% | $3,356-69.1% |
| Admin fee / account holder | $1 | $70-98.8% | $3,592-100.0% | $115-99.3% |