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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 27 95 GLASTONBURY BLVD., STE 210 · GALSTONBURY, CT 060334412 | Advisory (Plan) | $21,367 |
Service code 12 · EIN 48-1205033 | Claims processing; Direct payment fro... | $7,411 |
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 | $27,737 | $52,961-47.6% | $172,752-83.9% | $65,185-57.4% |
| Participation rate | 41.8% | 66.2%-24.4pp | 82.6%-40.9pp | 70.2%-28.4pp |
| Annual return | 24.21% | 30.12%-5.9pp | 802.97%-778.8pp | 29.38%-5.2pp |
| Employer contribution / active EE | $164 | $2,190-92.5% | $5,144-96.8% | $2,177-92.5% |
| Participant deferral / active EE | $975 | $2,471-60.5% | $5,198-81.2% | $3,514-72.3% |
| Admin fee / account holder | $207 | $472-56.1% | $13,955-98.5% | $847-75.6% |