Filed August 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL ADVISORS INC Service code 55 · EIN 41-0945505 | Other Commissions | $64,042 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $29,399 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,244 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,152 | $104,317-22.2% | $159,436-49.1% | $86,799-6.5% |
| Participation rate | 79.7% | 77.7%+2.0pp | 82.8%-3.1pp | 72.3%+7.4pp |
| Annual return | 18.64% | 26.32%-7.7pp | 263.57%-244.9pp | 97.91%-79.3pp |
| Employer contribution / active EE | $3,332 | $3,451-3.5% | $4,829-31.0% | $2,405+38.5% |
| Participant deferral / active EE | $11,633 | $6,837+70.1% | $7,352+58.2% | $4,131+181.6% |
| Admin fee / account holder | $5 | $172-96.8% | $10,799-99.9% | $170-96.8% |