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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $142,779 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 41-0945505 | Advisory (Plan) | $77,878 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $57,901 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,548 | $120,450-21.5% | $159,455-40.7% | $93,010+1.7% |
| Participation rate | 25.1% | 78.0%-52.9pp | 82.8%-57.7pp | 73.9%-48.8pp |
| Annual return | 14.78% | 27.11%-12.3pp | 263.63%-248.8pp | 158.70%-143.9pp |
| Employer contribution / active EE | $1,087 | $3,526-69.2% | $4,830-77.5% | $2,705-59.8% |
| Participant deferral / active EE | $2,349 | $7,283-67.7% | $7,353-68.0% | $4,561-48.5% |
| Admin fee / account holder | $263 | $137+92.1% | $10,800-97.6% | $152+73.2% |