Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Filed as: MORNING STAR Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,319 |
Filed as: VOYA RETIREMENT INS & ANN COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,319 |
GENEOS WEALTH MANAGEMENT INC3 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 | $37,679 | $62,928-40.1% | $172,752-78.2% | $67,579-44.2% |
| Participation rate | 99.4% | 64.5%+35.0pp | 82.6%+16.8pp | 71.3%+28.2pp |
| Annual return | 20.72% | 30.36%-9.6pp | 802.97%-782.3pp | 378.56%-357.8pp |
| Employer contribution / active EE | $3,505 | $1,636+114.2% | $5,144-31.9% | $2,148+63.2% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $7 | $167-96.1% | $13,955-100.0% | $142-95.4% |