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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,275 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,275 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,190 | $77,817-54.8% | $123,553-71.5% | $64,173-45.2% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | -8.42% | 12.49%-20.9pp | 119.21%-127.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $4,196 | $3,014+39.2% | $4,628-9.3% | $2,381+76.2% |
| Participant deferral / active EE | $6,726 | $5,240+28.3% | $6,426+4.7% | $3,470+93.8% |
| Admin fee / account holder | $43 | $5,519-99.2% | $9,284-99.5% | $4,887-99.1% |