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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 93-0987232 | Other Fees | $0 |
Filed as: VOYA FINANCIAL ADVISORS, INC Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,499 | $89,282-69.2% | $94,664-71.0% | $74,460-63.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 70.7%+29.3pp |
| Annual return | 26.34% | 25.96%+0.4pp | 156.84%-130.5pp | 34.38%-8.0pp |
| Employer contribution / active EE | $3,087 | $3,022+2.1% | $3,673-15.9% | $2,638+17.0% |
| Participant deferral / active EE | $6,846 | $8,425-18.7% | $7,417-7.7% | $4,530+51.1% |
| Admin fee / account holder | $33 | $219-84.9% | $7,222-99.5% | $348-90.5% |