Filed August 1, 2023
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3299428 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,173 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 | Advisory (Plan) | $805 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,816 | $74,089-66.5% | $133,975-81.5% | $55,167-55.0% |
| Participation rate | 84.6% | 84.3%+0.3pp | 87.1%-2.5pp | 69.0%+15.6pp |
| Annual return | 6.60% | 12.11%-5.5pp | 29.29%-22.7pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,524 | $3,064-50.3% | $5,211-70.8% | $1,963-22.3% |
| Participant deferral / active EE | $2,491 | $4,678-46.8% | $6,282-60.3% | $3,054-18.4% |
| Admin fee / account holder | $77 | $458-83.1% | $9,324-99.2% | $504-84.7% |