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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,091 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,644 |
Service code 49 · EIN 27-0293282 | Other Services | $4,224 |
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 | $45,169 | $92,224-51.0% | $105,223-57.1% | $79,634-43.3% |
| Participation rate | 58.2% | 69.2%-11.0pp | 75.0%-16.8pp | 62.5%-4.3pp |
| Annual return | 40.82% | 88.65%-47.8pp | 180.65%-139.8pp | 36.46%+4.4pp |
| Employer contribution / active EE | $2,284 | $3,965-42.4% | $3,689-38.1% | $2,529-9.7% |
| Participant deferral / active EE | $4,666 | $3,834+21.7% | $5,072-8.0% | $3,835+21.7% |
| Admin fee / account holder | $294 | $1,121-73.8% | $8,859-96.7% | $1,002-70.7% |