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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $35,360 |
RSM US LLP8 years Service code 99 · EIN 42-0714325 | Other Fees | $26,652 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,677 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,890 | $88,203+275.1% | $165,100+100.4% | $74,478+344.3% |
| Participation rate | 90.6% | 73.1%+17.5pp | 78.6%+12.0pp | 67.2%+23.4pp |
| Annual return | 13.21% | 17.13%-3.9pp | 70.21%-57.0pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $3,442 | $2,601+32.4% | $4,348-20.8% | $2,626+31.1% |
| Participant deferral / active EE | $9,319 | $4,505+106.9% | $6,035+54.4% | $4,350+114.2% |
| Admin fee / account holder | $844 | $2,235-62.2% | $12,696-93.3% | $1,946-56.6% |