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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $15,293 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 | Advisory (Plan) | $11,632 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGMT, LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,326 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,416 | $46,966-18.2% | $185,117-79.2% | $69,631-44.8% |
| Participation rate | 86.1% | 65.3%+20.8pp | 77.3%+8.8pp | 70.7%+15.4pp |
| Annual return | 12.73% | 22.36%-9.6pp | 40.50%-27.8pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $2,500 | $1,360+83.8% | $4,182-40.2% | $2,032+23.0% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $5,045-100.0% | $3,224-100.0% |
| Admin fee / account holder | $128 | $94+36.0% | $8,159-98.4% | $110+15.6% |