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| Provider | Service type | Compensation |
|---|---|---|
HICKS PENSION SERVICES2 years Filed as: QUALIFIED SERVICES INC DBA HICKS PE Service code 49 | Other Services | $15,534 |
MORNINGSTAR6 years Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $14,910 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,910 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,267 |
CPS BENEFITS2 years Filed as: CPS EMPLOYER BENEFITS INSURANCE SOL Service code 49 · EIN 20-8421265 | Other Services | $0 |
MORNINGSTAR7 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 | $204,403 | $72,639+181.4% | $90,766+125.2% | $66,949+205.3% |
| Participation rate | 99.2% | 73.7%+25.5pp | 75.7%+23.5pp | 69.8%+29.4pp |
| Annual return | -15.04% | -12.28%-2.8pp | -12.16%-2.9pp | 1.57%-16.6pp |
| Employer contribution / active EE | $3,511 | $2,369+48.2% | $2,922+20.2% | $2,545+37.9% |
| Participant deferral / active EE | $6,518 | $3,979+63.8% | $4,565+42.8% | $4,239+53.8% |
| Admin fee / account holder | $226 | $708-68.1% | $8,446-97.3% | $594-61.9% |