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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $474 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $474 |
Filed as: FINANCIAL FOCUS RETIREMENT PLAN SER Service code 49 · EIN 47-5015396 | Other Services | $0 |
MMA SECURITIES LLC2 years Service code 99 · EIN 22-3570392 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,950 | $82,978-27.8% | $129,995-53.9% | $71,457-16.1% |
| Participation rate | 85.7% | 74.1%+11.6pp | 78.5%+7.2pp | 67.9%+17.8pp |
| Annual return | 13.86% | 20.60%-6.7pp | -137.18%+151.0pp | 28.85%-15.0pp |
| Employer contribution / active EE | $9,396 | $2,622+258.4% | $4,320+117.5% | $2,588+263.1% |
| Participant deferral / active EE | $2,866 | $4,432-35.3% | $5,820-50.7% | $4,289-33.2% |
| Admin fee / account holder | $15 | $1,729-99.1% | $10,614-99.9% | $1,587-99.0% |