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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Account ma... | $39,733 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $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 | $104,246 | $68,408+52.4% | $57,196+82.3% | $57,658+80.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 1.06% | 8.51%-7.5pp | 14.59%-13.5pp | 5.13%-4.1pp |
| Employer contribution / active EE | $4,376 | $2,869+52.5% | $2,683+63.1% | $1,974+121.7% |
| Participant deferral / active EE | $4,295 | $2,903+47.9% | $3,096+38.7% | $3,061+40.3% |
| Admin fee / account holder | $116 | $70+66.8% | $3,141-96.3% | $95+22.9% |