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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $670,897 |
MERCER5 years Filed as: MERCER INVESTMENT Service code 26 · EIN 30-0282430 | Advisory (Participants) | $446,916 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $169,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,926 | $48,447-9.3% | $91,215-51.8% | $89,433-50.9% |
| Participation rate | 27.7% | 46.5%-18.8pp | 73.2%-45.5pp | 71.3%-43.6pp |
| Annual return | -15.33% | -13.16%-2.2pp | 114.15%-129.5pp | -11.88%-3.4pp |
| Employer contribution / active EE | $455 | $1,115-59.2% | $2,852-84.0% | $3,021-84.9% |
| Participant deferral / active EE | $929 | $2,235-58.4% | $4,234-78.1% | $5,125-81.9% |
| Admin fee / account holder | $102 | $61+67.2% | $5,424-98.1% | $79+28.3% |