Filed November 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $17,384 |
Filed as: ING MUTUAL FUNDS Service code 28 | Investment Management | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,563 | $37,044+71.6% | $71,796-11.5% | $57,658+10.2% |
| Participation rate | 50.2% | 61.1%-10.9pp | 69.1%-18.9pp | 70.2%-20.0pp |
| Annual return | 5.99% | 12.64%-6.6pp | 78.04%-72.0pp | 5.13%+0.9pp |
| Employer contribution / active EE | $469 | $720-34.9% | $1,924-75.6% | $1,974-76.2% |
| Participant deferral / active EE | $3,115 | $1,974+57.8% | $2,794+11.5% | $3,061+1.8% |
| Admin fee / account holder | $63 | $101-37.6% | $4,815-98.7% | $95-33.4% |