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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $13,655 |
Filed as: VOYA INSURANCE & ANNUITY CO Service code 27 | Advisory (Plan) | $4,504 |
LPL FINANCIAL1 year Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,151 | $55,453-33.0% | $170,435-78.2% | $62,293-40.4% |
| Participation rate | 78.6% | 66.4%+12.2pp | 83.6%-5.0pp | 69.5%+9.1pp |
| Annual return | 15.10% | 21.38%-6.3pp | 205.94%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,271 | $2,164-41.3% | $5,432-76.6% | $2,042-37.8% |
| Participant deferral / active EE | $2,702 | $2,303+17.3% | $4,939-45.3% | $3,169-14.7% |
| Admin fee / account holder | $12 | $455-97.5% | $13,881-99.9% | $479-97.6% |