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| Provider | Service type | Compensation |
|---|---|---|
SCHILLER'S PENSION CONSULTING8+ years Service code 99 · EIN 94-3208573 216 N. SAN MATEO DR. · SAN MATEO, CA 94401 | Other Fees | $22,250 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY COMPANY · HARTFORD, CT 06199 | Advisory (Participants) | $20,575 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $11,731 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $6,463 |
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 | $68,465 | $44,764+52.9% | $68,803-0.5% | $64,824+5.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -15.93% | -10.91%-5.0pp | -6.37%-9.6pp | 32.84%-48.8pp |
| Employer contribution / active EE | $3,134 | $1,775+76.5% | $2,656+18.0% | $2,507+25.0% |
| Participant deferral / active EE | $7,598 | $3,238+134.6% | $3,942+92.7% | $4,311+76.2% |
| Admin fee / account holder | $42 | $151-72.1% | $4,936-99.1% | $188-77.5% |