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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $1,037,350 |
AON CONSULTING2+ years Service code 14 · EIN 22-2232264 | Plan Administrator | $920,508 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $58,333 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage | $2,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,494 | $118,441-61.6% | $151,634-70.0% | $89,433-49.1% |
| Participation rate | 44.9% | 88.0%-43.1pp | 87.5%-42.6pp | 71.3%-26.4pp |
| Annual return | 104.94% | -9.10%+114.0pp | 3.32%+101.6pp | -11.88%+116.8pp |
| Employer contribution / active EE | $1,110 | $4,770-76.7% | $6,165-82.0% | $3,021-63.3% |
| Participant deferral / active EE | $2,287 | $7,648-70.1% | $8,363-72.7% | $5,125-55.4% |
| Admin fee / account holder | $137 | $90+53.1% | $11,614-98.8% | $79+72.8% |