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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS INC Service code 55 909 LOCUST ST · DES MOINES, IA 50309 | Other Commissions | $27,929 |
INVESTORS CAPITAL CORPORATION2+ years Filed as: INVESTORS CAPITAL CORP Service code 55 ATTN ACCOUNTS PAYABLE DEPARTMENT · LYNNFIELD, MA 01940 | Other Commissions | $11,746 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $54,613 | $80,177-31.9% | $123,894-55.9% | $57,658-5.3% |
| Participation rate | 51.9% | 74.4%-22.5pp | 81.4%-29.5pp | 70.2%-18.3pp |
| Annual return | 19.51% | 17.90%+1.6pp | 47.52%-28.0pp | 5.13%+14.4pp |
| Employer contribution / active EE | $1,179 | $2,913-59.5% | $4,617-74.5% | $1,974-40.3% |
| Participant deferral / active EE | $5,889 | $5,130+14.8% | $5,984-1.6% | $3,061+92.4% |
| Admin fee / account holder | $5 | $106-95.0% | $8,357-99.9% | $95-94.4% |