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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ING FINANCIAL PARTNERS, INC. Service code 71 · EIN 41-0945505 | Brokerage Fees | $34,966 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,662 | $66,431+25.9% | $109,916-23.9% | $85,851-2.6% |
| Participation rate | 87.2% | 63.9%+23.3pp | 74.2%+13.0pp | 69.3%+17.9pp |
| Annual return | 11.06% | 19.59%-8.5pp | 29.46%-18.4pp | 318.63%-307.6pp |
| Employer contribution / active EE | $1,784 | $1,688+5.7% | $2,844-37.3% | $2,565-30.4% |
| Participant deferral / active EE | $4,312 | $2,844+51.6% | $4,047+6.6% | $3,952+9.1% |
| Admin fee / account holder | $1 | $4,559-100.0% | $6,069-100.0% | $6,261-100.0% |