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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,915 |
Filed as: VOYA FINANCIAL ADVISORS Service code 27 1275 POST RD SUITE A 17 · FAIRFIELD, CT 06824 | Advisory (Plan) | $36,917 |
MCLANE MIDDLETON1 year Service code 29 · EIN 02-0325043 | Legal | $10,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,547 | $80,177-29.5% | $123,894-54.4% | $57,658-1.9% |
| Participation rate | 59.8% | 74.4%-14.7pp | 81.4%-21.6pp | 70.2%-10.4pp |
| Annual return | 10.04% | 17.90%-7.9pp | 47.52%-37.5pp | 5.13%+4.9pp |
| Employer contribution / active EE | $2,927 | $2,913+0.5% | $4,617-36.6% | $1,974+48.3% |
| Participant deferral / active EE | $4,538 | $5,130-11.5% | $5,984-24.2% | $3,061+48.3% |
| Admin fee / account holder | $211 | $106+98.1% | $8,357-97.5% | $95+122.8% |