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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 | $83,575+17.5% | $66,439+47.8% | $65,191+50.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 63.0%+37.0pp |
| Annual return | 9.85% | 12.38%-2.5pp | 757.66%-747.8pp | 51.24%-41.4pp |
| Employer contribution / active EE | $898 | $2,903-69.1% | $2,637-66.0% | $2,400-62.6% |
| Participant deferral / active EE | $2,202 | $3,365-34.6% | $3,876-43.2% | $2,671-17.6% |
| Admin fee / account holder | $337 | $234+43.8% | $6,173-94.5% | $907-62.9% |