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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) | $68,015 |
SCHILLER'S PENSION CONSULTING9+ years Service code 99 · EIN 94-3208573 216 N. SAN MATEO DR. · SAN MATEO, CA 94401 | Other Fees | $26,750 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $8,894 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,212 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,653 | $49,763+64.1% | $70,565+15.7% | $74,473+9.6% |
| Participation rate | 96.6% | 64.6%+32.0pp | 68.4%+28.2pp | 70.7%+25.9pp |
| Annual return | 15.59% | 21.21%-5.6pp | 32.79%-17.2pp | 34.36%-18.8pp |
| Employer contribution / active EE | $3,387 | $1,776+90.7% | $2,976+13.8% | $2,638+28.4% |
| Participant deferral / active EE | $8,449 | $3,379+150.1% | $4,568+84.9% | $4,530+86.5% |
| Admin fee / account holder | $101 | $316-68.1% | $6,430-98.4% | $347-70.9% |