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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 22 W. WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $26 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 909 LOCUST STREET · DES MOINES, IA 50309 | Advisory (Participants) | $26 |
HILL FOGG & ASSOCIATES, PC1+ years Filed as: HILL FOGG & ASSOCIATES, P.C. Service code 27 · EIN 63-0857231 2420 L AND N DRIVE · HUNTSVILLE, AL 35801 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,948 | $39,245+42.6% | $64,105-12.7% | $52,331+6.9% |
| Participation rate | 36.4% | 58.2%-21.9pp | 68.2%-31.8pp | 68.1%-31.7pp |
| Annual return | 4.92% | 14.79%-9.9pp | 791.24%-786.3pp | 4.54%+0.4pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,492 | $1,992-25.1% | $2,822-47.1% | $3,022-50.6% |
| Admin fee / account holder | $109 | $592-81.5% | $4,499-97.6% | $592-81.5% |