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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $64,054 |
Service code 16 · EIN 39-1897480 | Consulting | $49,118 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $16,085 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $610 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 52 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,872 | $53,254+25.6% | $155,574-57.0% | $199,921-66.6% |
| Participation rate | 93.3% | 64.1%+29.2pp | 78.2%+15.1pp | 72.0%+21.3pp |
| Annual return | 16.26% | 41.18%-24.9pp | 64.87%-48.6pp | 34.28%-18.0pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,676-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $5,268 | $3,165+66.5% | $5,629-6.4% | $5,089+3.5% |
| Admin fee / account holder | $84 | $186-54.9% | $15,914-99.5% | $269-68.9% |