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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $70,188 | $75,183-6.6% | $123,894-43.3% | $55,167+27.2% |
| Participation rate | 65.8% | 72.8%-7.0pp | 81.4%-15.6pp | 69.0%-3.2pp |
| Annual return | 6.89% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $5,264 | $2,823+86.4% | $4,617+14.0% | $1,963+168.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $131 | $663-80.3% | $8,357-98.4% | $504-74.1% |