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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $280 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $220 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,131 | $62,166-88.5% | $81,286-91.2% | $74,429-90.4% |
| Participation rate | 76.9% | 64.1%+12.8pp | 69.5%+7.4pp | 67.2%+9.7pp |
| Annual return | 11.43% | 16.50%-5.1pp | 24.80%-13.4pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $1,134 | $1,881-39.7% | $2,463-54.0% | $2,625-56.8% |
| Participant deferral / active EE | $2,005 | $3,223-37.8% | $3,883-48.4% | $4,348-53.9% |
| Admin fee / account holder | $43 | $1,925-97.8% | $5,764-99.3% | $1,944-97.8% |