Filed November 17, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $19,947 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294700 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $19,947 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $6,061 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,032 | $66,650+54.6% | $92,915+10.9% | $67,582+52.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 12.69% | 92.64%-80.0pp | 109.45%-96.8pp | 378.57%-365.9pp |
| Employer contribution / active EE | $8,701 | $2,777+213.4% | $3,653+138.2% | $2,148+305.1% |
| Participant deferral / active EE | $5,093 | $3,160+61.2% | $4,238+20.2% | $3,539+43.9% |
| Admin fee / account holder | $30 | $199-85.0% | $5,796-99.5% | $142-79.0% |