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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Service code 26 · EIN 36-4317381 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $2,255 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $2,255 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $649 |
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 | $22,354 | $62,928-64.5% | $172,753-87.1% | $67,582-66.9% |
| Participation rate | 37.8% | 64.5%-26.7pp | 82.6%-44.9pp | 71.3%-33.5pp |
| Annual return | 18.67% | 30.36%-11.7pp | 803.00%-784.3pp | 378.57%-359.9pp |
| Employer contribution / active EE | $246 | $1,636-84.9% | $5,144-95.2% | $2,148-88.5% |
| Participant deferral / active EE | $1,184 | $2,145-44.8% | $5,198-77.2% | $3,539-66.6% |
| Admin fee / account holder | $234 | $167+40.7% | $13,956-98.3% | $142+64.7% |