Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,359 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 41-0945505 | Advisory (Plan) | $54,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,171 | $75,388-2.9% | $123,553-40.8% | $55,725+31.3% |
| Participation rate | 41.3% | 75.7%-34.4pp | 82.3%-41.0pp | 70.9%-29.5pp |
| Annual return | -7.44% | 4.48%-11.9pp | 119.21%-126.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $2,376 | $3,063-22.4% | $4,628-48.7% | $2,078+14.3% |
| Participant deferral / active EE | $3,771 | $5,651-33.3% | $6,426-41.3% | $3,356+12.4% |
| Admin fee / account holder | $284 | $120+136.9% | $9,284-96.9% | $115+146.3% |