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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $497 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $497 |
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 | $82,963 | $65,378+26.9% | $87,103-4.8% | $65,186+27.3% |
| Participation rate | 70.4% | 75.3%-4.9pp | 76.9%-6.4pp | 70.2%+0.2pp |
| Annual return | 24.35% | 31.28%-6.9pp | 28.19%-3.8pp | 29.39%-5.0pp |
| Employer contribution / active EE | $3,092 | $1,823+69.7% | $2,521+22.6% | $2,177+42.1% |
| Participant deferral / active EE | $3,905 | $3,389+15.2% | $4,049-3.6% | $3,514+11.1% |
| Admin fee / account holder | $39 | $520-92.6% | $7,491-99.5% | $847-95.5% |