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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $61,335 |
Service code 16 · EIN 39-1897480 | Consulting | $41,936 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $9,004 |
Service code 52 | Indirect Investment Fees | $7,965 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $415 |
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 | $59,948 | $67,512-11.2% | $185,849-67.7% | $93,010-35.5% |
| Participation rate | 90.8% | 67.1%+23.7pp | 81.7%+9.1pp | 73.9%+16.9pp |
| Annual return | 15.46% | 21.04%-5.6pp | 122.10%-106.6pp | 158.70%-143.2pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $4,269 | $3,035+40.6% | $5,569-23.3% | $4,561-6.4% |
| Admin fee / account holder | $75 | $318-76.4% | $16,244-99.5% | $152-50.6% |