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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $372,707 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $154,960 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $243,876 | $86,338+182.5% | $91,994+165.1% | $77,775+213.6% |
| Participation rate | 93.6% | 82.9%+10.7pp | 78.6%+15.0pp | 73.2%+20.4pp |
| Annual return | 22.43% | 29.65%-7.2pp | 69.04%-46.6pp | 32.58%-10.1pp |
| Employer contribution / active EE | $5,580 | $2,988+86.8% | $3,453+61.6% | $2,504+122.9% |
| Participant deferral / active EE | $11,848 | $6,908+71.5% | $5,924+100.0% | $3,966+198.7% |
| Admin fee / account holder | $134 | $79+68.6% | $7,744-98.3% | $100+33.7% |