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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS INC Service code 55 · EIN 41-0945505 | Other Commissions | $11,962 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,975 | $44,473-25.9% | $76,518-56.9% | $55,725-40.8% |
| Participation rate | 9.6% | 51.0%-41.4pp | 68.0%-58.4pp | 70.9%-61.3pp |
| Annual return | -5.14% | -2.01%-3.1pp | -0.27%-4.9pp | 244.93%-250.1pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $555 | $1,988-72.1% | $3,836-85.5% | $3,356-83.5% |
| Admin fee / account holder | $8 | $134-93.7% | $4,849-99.8% | $115-92.7% |