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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $934 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $934 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUT Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,934 | $65,041-66.3% | $90,951-75.9% | $79,858-72.5% |
| Participation rate | 54.8% | 61.6%-6.8pp | 69.0%-14.2pp | 69.6%-14.8pp |
| Annual return | 13.19% | 30.45%-17.3pp | 134.60%-121.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,115 | $2,512-15.8% | $3,373-37.3% | $3,740-43.4% |
| Admin fee / account holder | $33 | $4,536-99.3% | $5,959-99.4% | $5,306-99.4% |