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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,837 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,215 | $89,435-72.9% | $164,975-85.3% | $77,714-68.8% |
| Participation rate | 84.8% | 78.6%+6.2pp | 78.6%+6.2pp | 70.6%+14.3pp |
| Annual return | 24.13% | 28.82%-4.7pp | 70.12%-46.0pp | 31.26%-7.1pp |
| Employer contribution / active EE | $833 | $2,563-67.5% | $4,343-80.8% | $2,727-69.4% |
| Participant deferral / active EE | $3,878 | $4,901-20.9% | $6,033-35.7% | $4,649-16.6% |
| Admin fee / account holder | $40 | $340-88.3% | $12,688-99.7% | $433-90.8% |