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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $28,823 |
MORNINGSTAR5 years Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $16,250 |
HICKS PENSION SERVICES1 year Filed as: QUALIFIED SERVICES INC DBA HICKS PE Service code 49 | Other Services | $15,670 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,573 |
CPS BENEFITS1 year Filed as: CPS EMPLOYER BENEFITS INSURANCE SOL Service code 49 · EIN 20-8421265 | Other Services | $0 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,049 | $79,438+216.0% | $106,554+135.6% | $79,389+216.2% |
| Participation rate | 98.4% | 74.2%+24.2pp | 76.1%+22.2pp | 70.7%+27.7pp |
| Annual return | 13.38% | 18.27%-4.9pp | 26.80%-13.4pp | 116.89%-103.5pp |
| Employer contribution / active EE | $3,480 | $2,235+55.7% | $2,819+23.4% | $2,428+43.3% |
| Participant deferral / active EE | $6,886 | $3,824+80.1% | $4,398+56.5% | $4,046+70.2% |
| Admin fee / account holder | $231 | $523-55.9% | $7,408-96.9% | $626-63.2% |