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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $12,036 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $8,324 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $16,814 | $47,977-65.0% | $154,108-89.1% | $56,289-70.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 4.92% | 3.54%+1.4pp | 735.21%-730.3pp | -9.96%+14.9pp |
| Employer contribution / active EE | $1,015 | $2,169-53.2% | $5,298-80.8% | $2,111-51.9% |
| Participant deferral / active EE | $959 | $2,392-59.9% | $5,081-81.1% | $3,350-71.4% |
| Admin fee / account holder | $64 | $438-85.3% | $13,411-99.5% | $521-87.6% |