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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY COMPANY · HARTFORD, CT 06199 | Advisory (Participants) | $16,554 |
SCHILLER'S PENSION CONSULTING7+ years Service code 99 · EIN 94-3208573 216 N. SAN MATEO DR. · SAN MATEO, CA 94401 | Other Fees | $14,750 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $11,823 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,496 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,812 | $58,347+47.1% | $85,705+0.1% | $86,821-1.2% |
| Participation rate | 95.3% | 64.9%+30.4pp | 69.9%+25.4pp | 72.3%+23.0pp |
| Annual return | 11.25% | 18.43%-7.2pp | 21.49%-10.2pp | 97.94%-86.7pp |
| Employer contribution / active EE | $2,800 | $1,751+59.9% | $2,619+6.9% | $2,406+16.4% |
| Participant deferral / active EE | $6,859 | $3,065+123.8% | $3,924+74.8% | $4,132+66.0% |
| Admin fee / account holder | $33 | $147-77.9% | $6,877-99.5% | $170-80.8% |