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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $10,969 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY COMPANY · HARTFORD, CT 06199 | Advisory (Participants) | $10,462 |
SCHILLER'S PENSION CONSULTING6+ years Service code 99 · EIN 94-3208573 216 N. SAN MATEO DR. · SAN MATEO, CA 94401 | Other Fees | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,375 | $51,288+50.9% | $81,982-5.6% | $73,412+5.4% |
| Participation rate | 97.5% | 64.0%+33.6pp | 69.3%+28.3pp | 72.2%+25.4pp |
| Annual return | 12.82% | 29.48%-16.7pp | 41.31%-28.5pp | 59.30%-46.5pp |
| Employer contribution / active EE | $4,502 | $1,487+202.8% | $2,498+80.2% | $2,234+101.6% |
| Participant deferral / active EE | $6,756 | $2,715+148.8% | $3,722+81.5% | $3,806+77.5% |
| Admin fee / account holder | $22 | $125-82.4% | $5,665-99.6% | $158-86.1% |