Filed August 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $260,480 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $214,759 |
GOLDMAN SACHS1 year Service code 26 · EIN 22-1478099 | Advisory (Participants) | $83,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $77,009 | $36,489+111.0% | $80,669-4.5% | $103,657-25.7% |
| Participation rate | 55.4% | 39.1%+16.3pp | 67.0%-11.6pp | 73.4%-18.0pp |
| Annual return | 22.87% | 64.53%-41.7pp | 937.61%-914.7pp | 33.13%-10.3pp |
| Employer contribution / active EE | $2,786 | $1,018+173.7% | $2,724+2.3% | $3,216-13.4% |
| Participant deferral / active EE | $5,666 | $2,389+137.1% | $4,444+27.5% | $5,218+8.6% |
| Admin fee / account holder | $81 | $479-83.1% | $5,384-98.5% | $114-29.0% |