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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 | $92,076+129.3% | $105,608+99.9% | $77,714+171.7% |
| Participation rate | 97.2% | 81.0%+16.1pp | 75.3%+21.9pp | 70.6%+26.6pp |
| Annual return | 12.42% | 17.84%-5.4pp | 116.50%-104.1pp | 31.26%-18.8pp |
| Employer contribution / active EE | $12,800 | $3,370+279.8% | $3,167+304.2% | $2,727+369.4% |
| Participant deferral / active EE | $11,613 | $5,390+115.5% | $5,010+131.8% | $4,649+149.8% |
| Admin fee / account holder | $319 | $219+45.6% | $11,028-97.1% | $433-26.4% |