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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,368 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 41-0945505 | Advisory (Plan) | $6,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,057 | $91,424+20.4% | $135,942-19.0% | $71,495+53.9% |
| Participation rate | 50.4% | 75.7%-25.2pp | 81.9%-31.5pp | 67.9%-17.5pp |
| Annual return | 19.27% | 29.90%-10.6pp | 68.28%-49.0pp | 28.85%-9.6pp |
| Employer contribution / active EE | $2,091 | $3,704-43.5% | $4,858-57.0% | $2,589-19.3% |
| Participant deferral / active EE | $4,566 | $7,092-35.6% | $7,759-41.2% | $4,291+6.4% |
| Admin fee / account holder | $267 | $1,266-78.9% | $10,764-97.5% | $1,588-83.2% |