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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $276 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $276 |
Filed as: FINANCIAL FOCUS RETIREMENT PLAN SER Service code 49 · EIN 47-5015396 | Other Services | $0 |
MMA SECURITIES LLC1 year Service code 99 · EIN 22-3570392 | Other Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,451 | $86,692-44.1% | $119,634-59.5% | $66,949-27.6% |
| Participation rate | 90.3% | 75.6%+14.7pp | 79.3%+11.1pp | 69.8%+20.5pp |
| Annual return | -12.18% | -8.00%-4.2pp | -14.98%+2.8pp | 1.57%-13.7pp |
| Employer contribution / active EE | $5,858 | $2,536+131.0% | $4,232+38.4% | $2,545+130.2% |
| Participant deferral / active EE | $2,927 | $4,360-32.9% | $5,601-47.7% | $4,239-31.0% |
| Admin fee / account holder | $9 | $755-98.8% | $10,329-99.9% | $594-98.4% |