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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA MUTUAL FUNDS Service code 28 · EIN 95-4516049 | Investment Management | $18,938 |
BENEFIT CONSULTANTS GROUP2+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $5,011 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO. Service code 60 · EIN 71-0294708 | Sub-TA Fees | $862 |
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 | $36,820 | $46,732-21.2% | $156,551-76.5% | $55,167-33.3% |
| Participation rate | 85.3% | 65.8%+19.5pp | 84.0%+1.3pp | 69.0%+16.3pp |
| Annual return | 8.57% | 17.72%-9.1pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,270 | $2,105-39.7% | $5,501-76.9% | $1,963-35.3% |
| Participant deferral / active EE | $3,093 | $2,204+40.3% | $4,871-36.5% | $3,054+1.3% |
| Admin fee / account holder | $150 | $418-64.1% | $13,028-98.8% | $504-70.2% |