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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $26 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26 |
THE HASLAUER GROUP, INC.1 year Service code 49 · EIN 72-1487108 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,611 | $71,883-37.9% | $86,677-48.5% | $68,494-34.9% |
| Participation rate | 31.6% | 72.2%-40.6pp | 76.6%-44.9pp | 67.9%-36.3pp |
| Annual return | -13.37% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $872 | $2,173-59.9% | $2,836-69.3% | $2,596-66.4% |
| Participant deferral / active EE | $1,697 | $3,779-55.1% | $4,656-63.6% | $4,027-57.9% |
| Admin fee / account holder | $30 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |