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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $1,796 |
Filed as: VOYA RET LIFE INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990104 | Advisory (Participants) | $1,683 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,073 | $46,173-54.4% | $170,435-87.6% | $69,631-69.7% |
| Participation rate | 36.2% | 63.9%-27.7pp | 83.6%-47.4pp | 70.7%-34.5pp |
| Annual return | 11.22% | 21.62%-10.4pp | 205.94%-194.7pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $256 | $1,610-84.1% | $5,432-95.3% | $2,032-87.4% |
| Participant deferral / active EE | $1,376 | $2,080-33.9% | $4,939-72.2% | $3,224-57.3% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |