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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 41-0945505 | Other Fees | $11,858 |
Service code 49 | Other Services | $4,712 |
PACE FIDUCIARY SERVICES LLC6 years Service code 99 · EIN 82-3334300 | Other Fees | $2,964 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,873 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $1,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,867 | $101,499-10.5% | $147,005-38.2% | $74,546+21.9% |
| Participation rate | 62.7% | 75.5%-12.8pp | 82.2%-19.5pp | 67.2%-4.5pp |
| Annual return | 15.93% | 8732.34%-8716.4pp | 418.76%-402.8pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $1,720 | $3,811-54.9% | $4,934-65.1% | $2,624-34.5% |
| Participant deferral / active EE | $3,177 | $7,304-56.5% | $8,070-60.6% | $4,347-26.9% |
| Admin fee / account holder | $157 | $1,748-91.0% | $13,006-98.8% | $1,944-91.9% |