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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL PARTNERS LLC Service code 49 | Other Services | $20,604 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,018 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Services | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,986 | $41,256-49.1% | $86,582-75.8% | $77,958-73.1% |
| Participation rate | 10.1% | 63.0%-52.9pp | 73.5%-63.5pp | 71.6%-61.6pp |
| Annual return | 23.66% | 17.67%+6.0pp | 965.08%-941.4pp | 20.87%+2.8pp |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,839-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $392 | $2,332-83.2% | $3,609-89.1% | $3,537-88.9% |
| Admin fee / account holder | $15 | $71-78.2% | $4,904-99.7% | $97-84.1% |