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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS INC Service code 55 699 WALNUT ST STE 1350 · DES MOINES, IA 50309 | Other Commissions | $17,522 |
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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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 | $66,680 | $53,162+25.4% | $91,227-26.9% | $68,490-2.6% |
| Participation rate | 89.4% | 63.2%+26.2pp | 73.2%+16.2pp | 67.9%+21.5pp |
| Annual return | -17.57% | -3.14%-14.4pp | 114.14%-131.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,825 | $1,709+6.8% | $2,851-36.0% | $2,597-29.7% |
| Participant deferral / active EE | $4,620 | $2,974+55.4% | $4,234+9.1% | $4,028+14.7% |
| Admin fee / account holder | $1 | $4,493-100.0% | $5,423-100.0% | $5,403-100.0% |