Filed July 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $64,918 |
Filed as: VOYA FINANCIAL Service code 28 699 WALNUT ST. · DES MOINES, IA 503093975 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,691 | $46,292-3.5% | $143,757-68.9% | $64,808-31.0% |
| Participation rate | 72.3% | 64.2%+8.1pp | 80.3%-8.0pp | 71.5%+0.9pp |
| Annual return | -17.73% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $564 | $1,910-70.5% | $4,951-88.6% | $2,506-77.5% |
| Participant deferral / active EE | $2,279 | $2,646-13.9% | $5,637-59.6% | $4,310-47.1% |
| Admin fee / account holder | $4 | $154-97.2% | $14,673-100.0% | $188-97.7% |