Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Filed as: MORNING STAR Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,163 |
Filed as: VOYA RETIREMENT INS & ANN COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,163 |
GENEOS WEALTH MANAGEMENT INC2 years Filed as: GENEOS Service code 99 · EIN 02-0580939 | Other Fees | $0 |
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 | $32,435 | $37,196-12.8% | $154,111-79.0% | $55,725-41.8% |
| Participation rate | 99.9% | 64.1%+35.8pp | 83.0%+16.8pp | 70.9%+29.0pp |
| Annual return | -4.76% | 1319.68%-1324.4pp | 735.18%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $3,379 | $1,614+109.4% | $5,298-36.2% | $2,078+62.6% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $102-93.5% | $13,411-100.0% | $115-94.3% |