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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,009 | $36,020+113.8% | $80,569-4.4% | $103,482-25.6% |
| Participation rate | 55.4% | 38.5%+16.9pp | 67.0%-11.6pp | 73.3%-17.9pp |
| Annual return | 22.87% | 63.68%-40.8pp | 935.43%-912.6pp | 33.11%-10.2pp |
| Employer contribution / active EE | $2,786 | $998+179.2% | $2,723+2.3% | $3,208-13.2% |
| Participant deferral / active EE | $5,666 | $2,343+141.9% | $4,447+27.4% | $5,207+8.8% |
| Admin fee / account holder | $81 | $472-82.8% | $5,377-98.5% | $114-29.1% |