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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 P. O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $3,628 |
Filed as: ADVANTAX INVESTMENT SERVICES INC Service code 99 · EIN 75-1869963 3200 OLYMPUS BLVD SUITE 100 · DALLAS, TX 75019 | Other Fees | $0 |
MORNINGSTAR9 years Filed as: MORNING STAR Service code 27 · EIN 36-3297908 ONE ORANGE WAY · WINDSOR, CT 060954774 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,035 | $81,276-0.3% | $155,574-47.9% | $80,925+0.1% |
| Participation rate | 94.7% | 66.2%+28.4pp | 78.2%+16.5pp | 67.7%+27.0pp |
| Annual return | 14.76% | 33.36%-18.6pp | 64.87%-50.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $3,997 | $3,103+28.8% | $4,676-14.5% | $2,756+45.0% |
| Participant deferral / active EE | $5,799 | $3,453+68.0% | $5,629+3.0% | $4,299+34.9% |
| Admin fee / account holder | $51 | $7,993-99.4% | $15,914-99.7% | $6,940-99.3% |