Filed February 17, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $51,019 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $34,987 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,085 |
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 | $126,023 | $129,227-2.5% | $184,260-31.6% | $77,736+62.1% |
| Participation rate | 99.2% | 87.4%+11.9pp | 86.8%+12.4pp | 70.6%+28.6pp |
| Annual return | 21.91% | 33.24%-11.3pp | 28.84%-6.9pp | 31.26%-9.4pp |
| Employer contribution / active EE | $9,453 | $4,412+114.2% | $6,427+47.1% | $2,728+246.6% |
| Participant deferral / active EE | $13,529 | $7,307+85.2% | $9,133+48.1% | $4,651+190.9% |
| Admin fee / account holder | $26 | $256-89.8% | $13,898-99.8% | $433-94.0% |