Filed December 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $19,188 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,630 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $5,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,445 | $46,173+48.2% | $170,435-59.8% | $69,631-1.7% |
| Participation rate | 63.9% | 63.9%0pp | 83.6%-19.7pp | 70.7%-6.8pp |
| Annual return | 19.18% | 21.62%-2.4pp | 205.94%-186.8pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $709 | $1,610-56.0% | $5,432-86.9% | $2,032-65.1% |
| Participant deferral / active EE | $5,043 | $2,080+142.4% | $4,939+2.1% | $3,224+56.4% |
| Admin fee / account holder | $13 | $116-89.1% | $13,881-99.9% | $110-88.5% |