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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Shareholder... | $16,522 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $7,427 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,212 | $55,453-72.6% | $170,435-91.1% | $62,293-75.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.77% | 21.38%-11.6pp | 205.94%-196.2pp | 28.90%-19.1pp |
| Employer contribution / active EE | $1,043 | $2,164-51.8% | $5,432-80.8% | $2,042-48.9% |
| Participant deferral / active EE | $954 | $2,303-58.6% | $4,939-80.7% | $3,169-69.9% |
| Admin fee / account holder | $89 | $455-80.5% | $13,881-99.4% | $479-81.5% |