Filed May 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $536,420 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $221,902 |
Filed as: SAGEVIEW Service code 28 · EIN 33-0818667 | Investment Management | $60,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $0 | $81,961-100.0% | $141,191-100.0% | $89,609-100.0% |
| Participation rate | 0.0% | 64.9%-64.9pp | 82.5%-82.5pp | 69.6%-69.6pp |
| Annual return | 1007.42% | 47.43%+960.0pp | 71.41%+936.0pp | 34.56%+972.9pp |
| Employer contribution / active EE | $2,593 | $2,271+14.2% | $4,736-45.2% | $2,584+0.3% |
| Participant deferral / active EE | $2,217 | $5,279-58.0% | $6,710-67.0% | $4,220-47.5% |
| Admin fee / account holder | $0 | $68-100.0% | $10,264-100.0% | $72-100.0% |