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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 64 · EIN 36-4317381 | Recordkeeping Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,192 | $84,045+16.8% | $77,361+26.9% | $69,255+41.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.0%+25.0pp | 69.0%+31.0pp |
| Annual return | 9.85% | 12.46%-2.6pp | 1011.54%-1001.7pp | 26.73%-16.9pp |
| Employer contribution / active EE | $898 | $2,954-69.6% | $2,990-70.0% | $2,645-66.1% |
| Participant deferral / active EE | $2,202 | $3,349-34.3% | $3,911-43.7% | $2,890-23.8% |
| Admin fee / account holder | $337 | $239+40.9% | $5,894-94.3% | $733-54.1% |