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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,181 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $6,850 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,520 |
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 | $43,222 | $47,766-9.5% | $82,763-47.8% | $64,824-33.3% |
| Participation rate | 78.9% | 67.7%+11.2pp | 72.6%+6.3pp | 71.5%+7.4pp |
| Annual return | -15.92% | -13.06%-2.9pp | 702.45%-718.4pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,540 | $2,182-29.4% | $3,008-48.8% | $2,507-38.6% |
| Participant deferral / active EE | $2,766 | $3,332-17.0% | $4,395-37.1% | $4,311-35.8% |
| Admin fee / account holder | $89 | $143-37.8% | $5,325-98.3% | $188-52.7% |