Filed June 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS Service code 27 3 S. MAIN · WEBB CITY, MO 64870 | Advisory (Plan) | $15,113 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,145 | $63,114-11.0% | $92,903-39.6% | $65,185-13.9% |
| Participation rate | 30.9% | 68.8%-37.9pp | 76.0%-45.1pp | 70.2%-39.3pp |
| Annual return | 20.43% | 28.75%-8.3pp | 109.43%-89.0pp | 29.38%-9.0pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,096 | $3,108-64.7% | $4,238-74.1% | $3,514-68.8% |
| Admin fee / account holder | $258 | $624-58.6% | $5,795-95.5% | $847-69.5% |