Filed October 14, 2014 (most recent of 3 filings on file)
Total covered: 152 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $947,144 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $639,237 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT FINANCIAL ADVISORS Service code 15 · EIN 82-1061233 | Recordkeeping | $95,679 |
COZEN O'CONNOR8 years Service code 29 · EIN 23-1732832 | Legal | $28,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $226,417 | $128,169+76.7% | $147,117+53.9% | $106,553+112.5% |
| Participation rate | 52.5% | 67.3%-14.8pp | 82.2%-29.7pp | 69.8%-17.3pp |
| Annual return | 14.07% | 17.88%-3.8pp | 420.54%-406.5pp | 17.37%-3.3pp |
| Employer contribution / active EE | $3,191 | $3,374-5.4% | $4,932-35.3% | $3,359-5.0% |
| Participant deferral / active EE | $5,995 | $7,665-21.8% | $8,065-25.7% | $5,562+7.8% |
| Admin fee / account holder | $175 | $88+98.6% | $12,993-98.7% | $80+119.6% |