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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,199 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,671 | $83,485+80.5% | $125,195+20.3% | $72,976+106.5% |
| Participation rate | 48.8% | 73.3%-24.5pp | 79.8%-30.9pp | 69.5%-20.7pp |
| Annual return | 2.25% | 25.77%-23.5pp | 43.79%-41.5pp | 81.02%-78.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $41,107 | $5,518+645.0% | $9,704+323.6% | $5,124+702.2% |