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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 26-0701023 | Other Fees | $11,386 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,889 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $5,663 |
MORNINGSTAR9 years Service code 27 | Advisory (Plan) | $1,779 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,217 | $101,672-42.7% | $147,117-60.4% | $74,478-21.8% |
| Participation rate | 43.7% | 75.5%-31.8pp | 82.2%-38.5pp | 67.2%-23.5pp |
| Annual return | 17.96% | 8757.83%-8739.9pp | 420.54%-402.6pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $1,643 | $3,813-56.9% | $4,932-66.7% | $2,626-37.4% |
| Participant deferral / active EE | $5,127 | $7,305-29.8% | $8,065-36.4% | $4,350+17.9% |
| Admin fee / account holder | $92 | $1,753-94.7% | $12,993-99.3% | $1,946-95.3% |