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| Provider | Service type | Compensation |
|---|---|---|
WHOOP 401(K) PLAN1 year Service code 27 | Advisory (Plan) | $354 |
Filed as: VOYA RETIREMENT INSURANCE CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,544 | $79,519-75.4% | $95,960-79.6% | $73,412-73.4% |
| Participation rate | 35.7% | 81.2%-45.4pp | 77.1%-41.3pp | 72.2%-36.4pp |
| Annual return | 61.25% | 19.20%+42.1pp | 91.63%-30.4pp | 59.30%+2.0pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,441 | $4,138-41.0% | $4,167-41.4% | $3,806-35.9% |
| Admin fee / account holder | $4 | $184-97.6% | $6,797-99.9% | $158-97.2% |