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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $25,755 |
MORNINGSTAR8 years Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $16,855 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $16,855 |
HICKS PENSION SERVICES4 years Filed as: QUALIFIED SERVICES INC DBA HICKS PE Service code 49 | Other Services | $16,276 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,091 | $78,562+209.4% | $105,608+130.2% | $74,429+226.6% |
| Participation rate | 96.9% | 72.8%+24.2pp | 75.3%+21.7pp | 67.2%+29.7pp |
| Annual return | 12.45% | 15.94%-3.5pp | 116.50%-104.1pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $3,355 | $2,521+33.0% | $3,167+5.9% | $2,625+27.8% |
| Participant deferral / active EE | $7,049 | $4,321+63.1% | $5,010+40.7% | $4,348+62.1% |
| Admin fee / account holder | $293 | $2,217-86.8% | $11,028-97.3% | $1,944-84.9% |