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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-3271022 | Other Services | $3,238 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 | Advisory (Plan) | $1,263 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,893 | $82,163-67.3% | $125,363-78.5% | $64,814-58.5% |
| Participation rate | 59.3% | 77.9%-18.5pp | 82.4%-23.0pp | 71.5%-12.1pp |
| Annual return | -9.67% | 3.49%-13.2pp | 572.15%-581.8pp | 32.84%-42.5pp |
| Employer contribution / active EE | $1,255 | $3,616-65.3% | $4,815-73.9% | $2,507-50.0% |
| Participant deferral / active EE | $5,733 | $7,175-20.1% | $7,447-23.0% | $4,310+33.0% |
| Admin fee / account holder | $19 | $163-88.4% | $10,005-99.8% | $188-89.9% |