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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,700 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,108 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,247 | $54,213-60.8% | $93,696-77.3% | $77,736-72.7% |
| Participation rate | 30.5% | 64.0%-33.5pp | 68.7%-38.2pp | 70.6%-40.1pp |
| Annual return | 16.87% | 30.55%-13.7pp | 133.74%-116.9pp | 31.26%-14.4pp |
| Employer contribution / active EE | $163 | $1,168-86.0% | $2,422-93.2% | $2,728-94.0% |
| Participant deferral / active EE | $1,591 | $3,145-49.4% | $4,417-64.0% | $4,651-65.8% |
| Admin fee / account holder | $27 | $575-95.3% | $8,287-99.7% | $433-93.7% |