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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 41-0945505 | Advisory (Plan) | $95,340 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $53,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,772 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $422,789 | $98,982+327.1% | $162,177+160.7% | $65,185+548.6% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 24.12% | 24.84%-0.7pp | 115.60%-91.5pp | 29.38%-5.3pp |
| Employer contribution / active EE | $10,739 | $3,467+209.8% | $5,613+91.3% | $2,177+393.4% |
| Participant deferral / active EE | $14,584 | $5,384+170.9% | $7,297+99.9% | $3,514+315.0% |
| Admin fee / account holder | $337 | $596-43.5% | $10,843-96.9% | $847-60.2% |