Filed November 17, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $22,880 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $22,880 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVEST. MANAGEMENT LLC Service code 26 · EIN 36-4317381 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $6,403 |
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 | $97,100 | $56,443+72.0% | $83,831+15.8% | $55,725+74.2% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -2.14% | 393.67%-395.8pp | 850.99%-853.1pp | 244.93%-247.1pp |
| Employer contribution / active EE | $7,275 | $2,682+171.3% | $3,631+100.3% | $2,078+250.1% |
| Participant deferral / active EE | $4,326 | $2,965+45.9% | $4,082+6.0% | $3,356+28.9% |
| Admin fee / account holder | $28 | $156-82.2% | $5,479-99.5% | $115-75.9% |