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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 41-0945505 | Other Fees | $6,802 |
Service code 49 | Other Services | $2,768 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,183 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $837 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,880 | $78,485-22.4% | $106,213-42.7% | $74,495-18.3% |
| Participation rate | 50.0% | 72.8%-22.8pp | 75.3%-25.3pp | 67.2%-17.2pp |
| Annual return | 10.98% | 15.95%-5.0pp | 116.14%-105.2pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $488 | $2,523-80.7% | $3,171-84.6% | $2,623-81.4% |
| Participant deferral / active EE | $1,877 | $4,322-56.6% | $5,016-62.6% | $4,346-56.8% |
| Admin fee / account holder | $8,612 | $2,232+285.9% | $11,033-21.9% | $1,942+343.5% |