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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $301 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $301 |
MORNINGSTAR4+ years Service code 27 | Advisory (Plan) | $294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,449 | $38,365-15.4% | $84,628-61.7% | $65,185-50.2% |
| Participation rate | 19.8% | 55.7%-35.8pp | 68.2%-48.4pp | 70.2%-50.4pp |
| Annual return | 24.34% | 32.00%-7.7pp | 258.80%-234.5pp | 29.38%-5.0pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,068 | $2,278+34.6% | $3,900-21.3% | $3,514-12.7% |
| Admin fee / account holder | $47 | $451-89.7% | $4,914-99.1% | $847-94.5% |