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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $94,259 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $27,204 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $15,628 |
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 | $72,791 | $132,191-44.9% | $115,768-37.1% | $103,975-30.0% |
| Participation rate | 94.7% | 86.7%+7.9pp | 74.4%+20.3pp | 72.5%+22.1pp |
| Annual return | 0.00% | 15.87%-15.9pp | 100.46%-100.5pp | 19.41%-19.4pp |
| Employer contribution / active EE | $3,070 | $4,751-35.4% | $2,940+4.4% | $3,722-17.5% |
| Participant deferral / active EE | $5,685 | $7,122-20.2% | $4,917+15.6% | $5,343+6.4% |
| Admin fee / account holder | $69 | $118-41.8% | $12,439-99.4% | $332-79.4% |