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| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY1 year Service code 49 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Services | $5,281 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $1,805 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,605 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $398 |
MORNINGSTAR5 years Service code 26 · EIN 36-3297908 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,140 | $106,264-84.8% | $147,117-89.0% | $77,762-79.2% |
| Participation rate | 91.5% | 78.4%+13.1pp | 82.2%+9.3pp | 70.6%+20.9pp |
| Annual return | 11.54% | 56.94%-45.4pp | 420.54%-409.0pp | 31.27%-19.7pp |
| Employer contribution / active EE | $2,271 | $4,074-44.3% | $4,932-54.0% | $2,728-16.8% |
| Participant deferral / active EE | $3,520 | $8,003-56.0% | $8,065-56.4% | $4,651-24.3% |
| Admin fee / account holder | $27 | $334-91.8% | $12,993-99.8% | $433-93.7% |