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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $8,357 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $2,676 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $16,262 | $43,423-62.5% | $78,676-79.3% | $55,167-70.5% |
| Participation rate | 50.2% | 68.0%-17.8pp | 73.6%-23.3pp | 69.0%-18.7pp |
| Annual return | 6.16% | 11.53%-5.4pp | 62.19%-56.0pp | 169.23%-163.1pp |
| Employer contribution / active EE | $483 | $1,997-75.8% | $2,850-83.0% | $1,963-75.4% |
| Participant deferral / active EE | $675 | $2,509-73.1% | $3,517-80.8% | $3,054-77.9% |
| Admin fee / account holder | $13 | $416-97.0% | $4,510-99.7% | $504-97.5% |