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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $118,210 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $75,949 |
USI CONSULTING GROUP4 years Filed as: USI SOUTHWEST INC Service code 99 · EIN 76-0206321 | Other Fees | $50,417 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $48,510 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $211,143 | $92,186+129.0% | $105,624+99.9% | $77,762+171.5% |
| Participation rate | 97.2% | 81.0%+16.1pp | 75.3%+21.9pp | 70.6%+26.6pp |
| Annual return | 12.42% | 17.83%-5.4pp | 116.20%-103.8pp | 31.27%-18.8pp |
| Employer contribution / active EE | $12,800 | $3,376+279.2% | $3,168+304.1% | $2,728+369.2% |
| Participant deferral / active EE | $11,613 | $5,395+115.2% | $5,013+131.7% | $4,651+149.7% |
| Admin fee / account holder | $319 | $219+45.5% | $10,961-97.1% | $433-26.4% |