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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,031 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $815 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,721 | $89,364-72.3% | $141,177-82.5% | $72,983-66.1% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 17.21% | 111.86%-94.7pp | 71.40%-54.2pp | 81.01%-63.8pp |
| Employer contribution / active EE | $3,946 | $3,115+26.7% | $4,736-16.7% | $2,440+61.7% |
| Participant deferral / active EE | $5,798 | $5,419+7.0% | $6,710-13.6% | $3,608+60.7% |
| Admin fee / account holder | $24 | $5,959-99.6% | $10,263-99.8% | $5,124-99.5% |