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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,174 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,174 |
MORNINGSTAR4 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,388 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $5,388 |
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 | $45,585 | $52,722-13.5% | $90,461-49.6% | $73,412-37.9% |
| Participation rate | 77.0% | 67.7%+9.3pp | 72.7%+4.3pp | 72.2%+4.8pp |
| Annual return | 14.60% | 20.70%-6.1pp | 1294.76%-1280.2pp | 59.30%-44.7pp |
| Employer contribution / active EE | $1,431 | $1,872-23.5% | $3,264-56.2% | $2,234-35.9% |
| Participant deferral / active EE | $2,396 | $2,810-14.7% | $3,964-39.6% | $3,806-37.0% |
| Admin fee / account holder | $75 | $117-36.2% | $5,617-98.7% | $158-52.8% |