Filed August 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $267,368 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $259,545 |
GOLDMAN SACHS2 years Service code 26 · EIN 22-1478099 | Advisory (Participants) | $86,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,844 | $41,510+123.7% | $84,966+9.3% | $99,062-6.3% |
| Participation rate | 63.6% | 35.3%+28.4pp | 67.5%-3.9pp | 71.6%-8.0pp |
| Annual return | 16.64% | 17.38%-0.7pp | 66.38%-49.7pp | 17.66%-1.0pp |
| Employer contribution / active EE | $3,718 | $1,137+226.9% | $2,727+36.3% | $3,262+14.0% |
| Participant deferral / active EE | $7,415 | $2,246+230.1% | $4,519+64.1% | $5,331+39.1% |
| Admin fee / account holder | $94 | $175-46.1% | $6,149-98.5% | $109-13.3% |