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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $1,988 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $1,988 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $20,510 | $37,196-44.9% | $154,108-86.7% | $55,725-63.2% |
| Participation rate | 34.2% | 64.1%-29.8pp | 83.0%-48.8pp | 70.9%-36.6pp |
| Annual return | -4.75% | 1319.68%-1324.4pp | 735.21%-740.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $221 | $1,614-86.3% | $5,298-95.8% | $2,078-89.3% |
| Participant deferral / active EE | $1,133 | $2,068-45.2% | $5,081-77.7% | $3,356-66.2% |
| Admin fee / account holder | $25 | $102-75.6% | $13,411-99.8% | $115-78.5% |