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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS Service code 99 · EIN 43-1646595 | Other Fees | $10,509 |
Service code 49 | Other Services | $4,530 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,463 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $333 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,031 | $84,493-13.6% | $125,381-41.8% | $66,938+9.1% |
| Participation rate | 59.7% | 76.4%-16.7pp | 82.4%-22.7pp | 69.8%-10.1pp |
| Annual return | -13.63% | -8.49%-5.1pp | 572.31%-585.9pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,531 | $3,554-56.9% | $4,815-68.2% | $2,545-39.8% |
| Participant deferral / active EE | $2,668 | $6,783-60.7% | $7,448-64.2% | $4,238-37.1% |
| Admin fee / account holder | $139 | $685-79.7% | $10,007-98.6% | $594-76.5% |