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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 28 · EIN 04-3516284 | Investment Management | $124,400 |
ANDCO CONSULTING2 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $45,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $42,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,529 | $50,150-45.1% | $149,723-81.6% | $80,169-65.7% |
| Participation rate | 67.8% | 64.3%+3.4pp | 78.8%-11.0pp | 72.9%-5.2pp |
| Annual return | 16.22% | 29.80%-13.6pp | 134.50%-118.3pp | 40.39%-24.2pp |
| Employer contribution / active EE | $2,064 | $1,868+10.5% | $4,821-57.2% | $2,978-30.7% |
| Participant deferral / active EE | $1,808 | $3,195-43.4% | $5,682-68.2% | $5,016-64.0% |
| Admin fee / account holder | $80 | $153-47.8% | $13,215-99.4% | $145-45.0% |