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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RET.INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $54 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,810 | $31,388-75.1% | $73,550-89.4% | $62,293-87.5% |
| Participation rate | 32.4% | 39.9%-7.4pp | 54.9%-22.5pp | 69.5%-37.1pp |
| Annual return | 33.66% | 25.34%+8.3pp | -15.16%+48.8pp | 28.90%+4.8pp |
| Employer contribution / active EE | $728 | $498+46.2% | $1,219-40.3% | $2,042-64.4% |
| Participant deferral / active EE | $1,239 | $1,028+20.5% | $1,804-31.3% | $3,169-60.9% |
| Admin fee / account holder | $5 | $299-98.2% | $2,320-99.8% | $479-98.9% |