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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,863 |
Service code 49 | Other Services | $3,299 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,460 | $102,385-59.5% | $147,080-71.8% | $80,935-48.8% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 9.82% | 135.09%-125.3pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $4,604 | $3,717+23.9% | $4,933-6.7% | $2,757+67.0% |
| Participant deferral / active EE | $10,060 | $6,651+51.3% | $8,066+24.7% | $4,299+134.0% |
| Admin fee / account holder | $28 | $7,951-99.6% | $12,989-99.8% | $6,924-99.6% |