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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $15,093 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $9,585 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $17,904 | $58,895-69.6% | $178,503-90.0% | $73,497-75.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.14% | 24.86%-13.7pp | 151.12%-140.0pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,140 | $2,236-49.0% | $5,011-77.3% | $2,270-49.8% |
| Participant deferral / active EE | $1,246 | $2,567-51.5% | $5,202-76.0% | $3,740-66.7% |
| Admin fee / account holder | $75 | $400-81.2% | $13,987-99.5% | $513-85.4% |