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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $119,406 |
NATIONAL FINANCIAL SERVICES3+ 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,816 | $55,002+114.2% | $59,899+96.7% | $56,289+109.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 9.76% | 1.13%+8.6pp | 3.46%+6.3pp | -9.96%+19.7pp |
| Employer contribution / active EE | $5,621 | $2,448+129.6% | $2,723+106.4% | $2,111+166.3% |
| Participant deferral / active EE | $5,556 | $3,121+78.0% | $3,402+63.3% | $3,350+65.8% |
| Admin fee / account holder | $322 | $236+36.5% | $3,592-91.0% | $521-38.2% |