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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS INC Service code 55 · EIN 41-0945505 | Other Commissions | $18,329 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $2,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,356 | $65,223-64.2% | $80,022-70.8% | $55,725-58.1% |
| Participation rate | 64.6% | 80.6%-16.0pp | 75.8%-11.3pp | 70.9%-6.3pp |
| Annual return | 40.58% | 7.59%+33.0pp | 11.22%+29.4pp | 244.93%-204.4pp |
| Employer contribution / active EE | $1,939 | $2,544-23.8% | $2,468-21.4% | $2,078-6.7% |
| Participant deferral / active EE | $3,366 | $3,881-13.3% | $3,686-8.7% | $3,356+0.3% |
| Admin fee / account holder | $9 | $114-92.1% | $6,521-99.9% | $115-92.2% |