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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,382 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,786 | $79,209-19.5% | $102,434-37.7% | $74,459-14.3% |
| Participation rate | 97.0% | 74.8%+22.2pp | 76.5%+20.5pp | 67.2%+29.8pp |
| Annual return | 17.80% | 54.98%-37.2pp | 29.46%-11.7pp | 1369.70%-1351.9pp |
| Employer contribution / active EE | $3,449 | $2,362+46.0% | $3,023+14.1% | $2,626+31.3% |
| Participant deferral / active EE | $7,181 | $4,417+62.6% | $5,055+42.1% | $4,350+65.1% |
| Admin fee / account holder | $61 | $2,002-97.0% | $9,462-99.4% | $1,945-96.9% |