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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $35,203 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,394 | $113,568+13.1% | $67,560+90.0% | $200,096-35.8% |
| Participation rate | 42.9% | 73.3%-30.5pp | 72.9%-30.0pp | 72.0%-29.1pp |
| Annual return | 16.78% | 15.88%+0.9pp | 3533.50%-3516.7pp | 34.26%-17.5pp |
| Employer contribution / active EE | $1,057 | $3,409-69.0% | $2,737-61.4% | $3,038-65.2% |
| Participant deferral / active EE | $2,869 | $4,163-31.1% | $4,004-28.3% | $5,090-43.6% |
| Admin fee / account holder | $45 | $102-55.9% | $3,994-98.9% | $269-83.2% |