Filed April 16, 2018
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,009 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,009 |
NWRPC LLC1 year Filed as: NWRPC, LLC Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,651 | $93,010-40.2% | $96,538-42.4% | $74,473-25.3% |
| Participation rate | 45.0% | 71.6%-26.5pp | 74.3%-29.3pp | 70.7%-25.7pp |
| Annual return | 15.31% | 37.50%-22.2pp | 35.74%-20.4pp | 34.36%-19.0pp |
| Employer contribution / active EE | $4,848 | $3,427+41.5% | $3,740+29.6% | $2,638+83.8% |
| Participant deferral / active EE | $2,343 | $3,971-41.0% | $4,880-52.0% | $4,530-48.3% |
| Admin fee / account holder | $312 | $633-50.8% | $6,737-95.4% | $347-10.1% |