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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,787 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,938 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $6,938 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,852 | $58,344-14.6% | $98,506-49.4% | $86,821-42.6% |
| Participation rate | 79.7% | 68.4%+11.3pp | 73.3%+6.3pp | 72.3%+7.4pp |
| Annual return | 14.18% | 43.47%-29.3pp | 1494.92%-1480.7pp | 97.94%-83.8pp |
| Employer contribution / active EE | $1,539 | $2,008-23.4% | $2,961-48.0% | $2,406-36.0% |
| Participant deferral / active EE | $2,645 | $3,156-16.2% | $4,277-38.2% | $4,132-36.0% |
| Admin fee / account holder | $87 | $138-36.6% | $5,955-98.5% | $170-48.4% |