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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $422,482 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $144,248 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,090 | $102,389+160.9% | $100,540+165.7% | $90,274+195.9% |
| Participation rate | 94.7% | 84.0%+10.6pp | 79.4%+15.3pp | 73.4%+21.3pp |
| Annual return | 15.63% | 22.50%-6.9pp | 30.90%-15.3pp | 53.97%-38.3pp |
| Employer contribution / active EE | $5,576 | $3,056+82.4% | $3,419+63.1% | $2,523+121.0% |
| Participant deferral / active EE | $13,086 | $7,514+74.2% | $6,272+108.7% | $4,231+209.3% |
| Admin fee / account holder | $150 | $83+80.0% | $8,082-98.1% | $114+31.4% |