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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 62-1038805 | Other Services | $10,350 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,116 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,884 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,090 | $127,689-80.4% | $146,866-82.9% | $65,191-61.5% |
| Participation rate | 61.4% | 68.4%-7.0pp | 82.5%-21.1pp | 63.0%-1.6pp |
| Annual return | 4.72% | 22.89%-18.2pp | 102.85%-98.1pp | 51.24%-46.5pp |
| Employer contribution / active EE | $239 | $4,150-94.2% | $4,425-94.6% | $2,400-90.1% |
| Participant deferral / active EE | $1,693 | $6,458-73.8% | $7,759-78.2% | $2,671-36.6% |
| Admin fee / account holder | $64 | $1,041-93.9% | $13,620-99.5% | $907-93.0% |