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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $369,107 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $123,862 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $85,092-100.0% | $70,589-100.0% | $139,500-100.0% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.4%-68.4pp | 80.3%-80.3pp |
| Annual return | -96.37% | 30.40%-126.8pp | 32.80%-129.2pp | 373.99%-470.4pp |
| Employer contribution / active EE | $0 | $3,914-100.0% | $2,977-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $4,569-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,935-100.0% | $6,430-100.0% | $11,410-100.0% |