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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $579 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,952 | $73,638+48.0% | $95,964+13.5% | $73,497+48.2% |
| Participation rate | 72.3% | 76.2%-3.9pp | 77.1%-4.8pp | 70.7%+1.6pp |
| Annual return | 18.40% | 16.78%+1.6pp | 91.64%-73.2pp | 28.51%-10.1pp |
| Employer contribution / active EE | $3,045 | $1,863+63.4% | $2,541+19.8% | $2,270+34.1% |
| Participant deferral / active EE | $3,849 | $3,617+6.4% | $4,167-7.6% | $3,740+2.9% |
| Admin fee / account holder | $60 | $482-87.5% | $6,797-99.1% | $513-88.2% |