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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $376,299 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $166,118 |
Filed as: E & Y PLAN AUDIT FIRM Service code 49 · EIN 34-6565596 | Other Services | $153,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA Service code 28 · EIN 04-0025081 | Investment Management | $7,793 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,332 | $103,918+122.6% | $94,646+144.4% | $80,160+188.6% |
| Participation rate | 95.5% | 85.8%+9.6pp | 80.8%+14.6pp | 72.9%+22.5pp |
| Annual return | 17.86% | 27.77%-9.9pp | 156.71%-138.9pp | 40.38%-22.5pp |
| Employer contribution / active EE | $6,849 | $3,539+93.5% | $3,672+86.5% | $2,978+130.0% |
| Participant deferral / active EE | $14,334 | $9,528+50.4% | $7,418+93.2% | $5,017+185.7% |
| Admin fee / account holder | $122 | $96+26.3% | $7,231-98.3% | $145-15.9% |