Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Filed as: MORNING STAR Service code 26 · EIN 36-3298181 | Advisory (Participants) | $3,073 |
Filed as: VOYA RETIREMENT INS & ANN COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,072 |
Participant 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 | $32,000 | $36,916-13.3% | $156,551-79.6% | $57,658-44.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 6.26% | 12.38%-6.1pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $4,141 | $1,571+163.6% | $5,501-24.7% | $1,974+109.8% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $5 | $82-93.5% | $13,028-100.0% | $95-94.4% |