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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $19,218 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $10,452 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,722 | $61,391-74.4% | $149,723-89.5% | $71,529-78.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 10.56% | 35.88%-25.3pp | 134.50%-123.9pp | 28.97%-18.4pp |
| Employer contribution / active EE | $1,242 | $2,384-47.9% | $4,821-74.2% | $2,590-52.0% |
| Participant deferral / active EE | $1,229 | $2,921-57.9% | $5,682-78.4% | $4,291-71.4% |
| Admin fee / account holder | $85 | $1,264-93.2% | $13,215-99.4% | $1,588-94.6% |