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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) | $24,585 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $8,222 |
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.
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 | $33,705 | $58,888-42.8% | $178,499-81.1% | $73,493-54.1% |
| Participation rate | 45.4% | 66.2%-20.8pp | 81.9%-36.5pp | 70.7%-25.3pp |
| Annual return | 24.49% | 24.86%-0.4pp | 151.10%-126.6pp | 28.51%-4.0pp |
| Employer contribution / active EE | $208 | $2,236-90.7% | $5,011-95.8% | $2,270-90.8% |
| Participant deferral / active EE | $1,265 | $2,568-50.7% | $5,202-75.7% | $3,740-66.2% |
| Admin fee / account holder | $223 | $400-44.3% | $13,986-98.4% | $513-56.5% |