Filed March 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 99 · EIN 74-2794194 | Other Fees | $70,750 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,041 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,242 | $61,058+103.5% | $71,209+74.5% | $85,563+45.2% |
| Participation rate | 69.8% | 58.6%+11.2pp | 73.8%-4.0pp | 66.0%+3.8pp |
| Annual return | 13.00% | 100.41%-87.4pp | 282.51%-269.5pp | 31.51%-18.5pp |
| Employer contribution / active EE | $1,293 | $2,199-41.2% | $2,721-52.5% | $2,654-51.3% |
| Participant deferral / active EE | $3,861 | $3,173+21.7% | $4,175-7.5% | $4,375-11.8% |
| Admin fee / account holder | $47 | $855-94.5% | $5,349-99.1% | $834-94.3% |