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| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY1 year Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $14,486 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,321 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,113 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,014 | $73,532+70.0% | $178,505-30.0% | $74,478+67.9% |
| Participation rate | 72.3% | 66.6%+5.7pp | 77.1%-4.8pp | 67.2%+5.1pp |
| Annual return | 10.97% | 17.49%-6.5pp | 27.16%-16.2pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $3,412 | $2,221+53.7% | $3,955-13.7% | $2,626+29.9% |
| Participant deferral / active EE | $3,908 | $4,519-13.5% | $6,280-37.8% | $4,350-10.2% |
| Admin fee / account holder | $215 | $1,813-88.1% | $10,428-97.9% | $1,946-88.9% |