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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $23,620 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $10,934 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,704 | $65,125-77.4% | $143,797-89.8% | $66,949-78.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -10.65% | -11.13%+0.5pp | -0.04%-10.6pp | 1.57%-12.2pp |
| Employer contribution / active EE | $1,251 | $2,362-47.0% | $4,952-74.7% | $2,545-50.8% |
| Participant deferral / active EE | $1,285 | $2,920-56.0% | $5,638-77.2% | $4,239-69.7% |
| Admin fee / account holder | $110 | $503-78.1% | $14,679-99.3% | $594-81.5% |