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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INVESTMENT MANAGEMENT CO LLC Service code 27 · EIN 58-2361003 | Advisory (Plan) | $34,681 |
US BANK5 years Service code 27 · EIN 31-0841368 | Advisory (Plan) | $7,660 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.3%-9.3pp |
| Annual return | 8.55% | 7.51%+1.0pp | 13.13%-4.6pp | 9.76%-1.2pp |
| Employer contribution / active EE | $0 | $8,831-100.0% | $16,548-100.0% | $12,965-100.0% |
| Participant deferral / active EE | $0 | $0 | $37-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |