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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $30,956 |
Service code 55 720 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,194 | $81,331-66.6% | $155,534-82.5% | $80,935-66.4% |
| Participation rate | 60.8% | 66.3%-5.5pp | 78.2%-17.5pp | 67.7%-6.9pp |
| Annual return | 9.61% | 33.37%-23.8pp | 64.92%-55.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,419 | $3,105-54.3% | $4,675-69.6% | $2,757-48.5% |
| Participant deferral / active EE | $927 | $3,454-73.2% | $5,630-83.5% | $4,299-78.4% |
| Admin fee / account holder | $356 | $7,999-95.6% | $15,900-97.8% | $6,924-94.9% |