Filed January 29, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $980 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $28,645 | $36,916-22.4% | $156,551-81.7% | $57,658-50.3% |
| Participation rate | 97.1% | 63.4%+33.6pp | 84.0%+13.1pp | 70.2%+26.8pp |
| Annual return | 7.43% | 12.38%-5.0pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $367 | $1,571-76.7% | $5,501-93.3% | $1,974-81.4% |
| Participant deferral / active EE | $2,836 | $1,926+47.3% | $4,871-41.8% | $3,061-7.3% |
| Admin fee / account holder | $4 | $82-94.6% | $13,028-100.0% | $95-95.3% |