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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,799 |
Filed as: VOYA RETIREMENT INS. & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,799 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,571 | $99,994+103.6% | $146,647+38.8% | $85,851+137.1% |
| Participation rate | 77.8% | 73.1%+4.7pp | 80.1%-2.3pp | 69.3%+8.5pp |
| Annual return | 3.52% | 18.93%-15.4pp | 22.75%-19.2pp | 318.63%-315.1pp |
| Employer contribution / active EE | $7,197 | $2,559+181.3% | $4,137+74.0% | $2,565+180.5% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $49,966 | $7,703+548.7% | $10,281+386.0% | $6,261+698.1% |