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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 41-0945505 | Other Fees | $9,768 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,374 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,484 |
PACE FIDUCIARY SERVICES LLC2 years Service code 99 · EIN 82-3334300 | Other Fees | $1,344 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,776 | $99,957-23.2% | $149,696-48.7% | $73,488+4.5% |
| Participation rate | 66.2% | 75.7%-9.5pp | 82.5%-16.3pp | 70.7%-4.5pp |
| Annual return | 12.94% | 53.87%-40.9pp | 276.60%-263.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,290 | $3,191-59.6% | $4,644-72.2% | $2,270-43.2% |
| Participant deferral / active EE | $2,150 | $6,073-64.6% | $6,842-68.6% | $3,740-42.5% |
| Admin fee / account holder | $112 | $551-79.7% | $9,309-98.8% | $513-78.2% |