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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 | $86,795+13.1% | $67,681+45.1% | $64,728+51.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 73.7%+26.3pp | 57.9%+42.1pp |
| Annual return | 9.85% | 12.58%-2.7pp | 590.58%-580.7pp | 49.38%-39.5pp |
| Employer contribution / active EE | $898 | $2,837-68.4% | $2,678-66.5% | $2,243-60.0% |
| Participant deferral / active EE | $2,202 | $3,430-35.8% | $3,976-44.6% | $2,729-19.3% |
| Admin fee / account holder | $337 | $238+41.3% | $6,100-94.5% | $1,145-70.6% |