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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Claims processing; Float revenue; Dir... | $23,993 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 27 95 GLASTONBURY BLVD., STE 210 · GALSTONBURY, CT 060334412 | Advisory (Plan) | $10,246 |
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.
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 | $25,840 | $47,977-46.1% | $154,111-83.2% | $56,287-54.1% |
| Participation rate | 37.4% | 66.2%-28.8pp | 83.0%-45.6pp | 69.9%-32.5pp |
| Annual return | -5.39% | 3.54%-8.9pp | 735.18%-740.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $259 | $2,169-88.0% | $5,298-95.1% | $2,111-87.7% |
| Participant deferral / active EE | $1,055 | $2,392-55.9% | $5,081-79.2% | $3,350-68.5% |
| Admin fee / account holder | $283 | $438-35.4% | $13,411-97.9% | $521-45.7% |