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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,099 | $49,138+12.1% | $84,021-34.4% | $65,185-15.5% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 19.61% | 23.00%-3.4pp | 71.32%-51.7pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,181 | $914+29.3% | $1,984-40.5% | $2,177-45.7% |
| Participant deferral / active EE | $3,015 | $2,397+25.8% | $3,239-6.9% | $3,514-14.2% |
| Admin fee / account holder | $35 | $543-93.5% | $6,102-99.4% | $847-95.8% |