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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $63 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,535 | $31,679-47.8% | $74,723-77.9% | $65,186-74.6% |
| Participation rate | 38.2% | 40.4%-2.1pp | 54.5%-16.2pp | 70.2%-32.0pp |
| Annual return | 20.68% | 39.04%-18.4pp | 753.18%-732.5pp | 29.39%-8.7pp |
| Employer contribution / active EE | $860 | $566+52.0% | $1,084-20.6% | $2,177-60.5% |
| Participant deferral / active EE | $1,465 | $1,191+23.0% | $1,962-25.3% | $3,514-58.3% |
| Admin fee / account holder | $18 | $379-95.3% | $3,335-99.5% | $847-97.9% |