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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $457 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 · EIN 26-4311657 | Other Fees | $302 |
Service code 49 · EIN 13-3180178 | Other Services | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 · EIN 86-2963468 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,046 | $80,781-95.0% | $102,437-96.0% | $74,478-94.6% |
| Participation rate | 30.1% | 65.7%-35.5pp | 74.5%-44.4pp | 67.2%-37.1pp |
| Annual return | 13.39% | 27.58%-14.2pp | 24.95%-11.6pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $210 | $3,160-93.3% | $3,871-94.6% | $2,626-92.0% |
| Participant deferral / active EE | $933 | $3,862-75.8% | $5,060-81.6% | $4,350-78.6% |
| Admin fee / account holder | $108 | $2,372-95.5% | $8,388-98.7% | $1,946-94.5% |