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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $100 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $100 |
Filed as: PENSIONMARK SECURITIES, LLC Service code 33 · EIN 81-2334025 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,692 | $93,182-42.4% | $146,643-63.4% | $79,391-32.4% |
| Participation rate | 91.2% | 76.4%+14.8pp | 80.1%+11.2pp | 70.7%+20.5pp |
| Annual return | 11.45% | 21.61%-10.2pp | 22.75%-11.3pp | 116.88%-105.4pp |
| Employer contribution / active EE | $6,804 | $2,420+181.2% | $4,137+64.5% | $2,428+180.3% |
| Participant deferral / active EE | $2,772 | $4,169-33.5% | $5,506-49.7% | $4,046-31.5% |
| Admin fee / account holder | $12 | $585-98.0% | $10,280-99.9% | $627-98.1% |