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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $84,764 |
DEFINITI LLC4 years Service code 99 · EIN 85-0833363 | Other Fees | $14,980 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 | Advisory (Participants) | $89 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,237 | $92,076+20.8% | $105,607+5.3% | $77,736+43.1% |
| Participation rate | 67.9% | 81.0%-13.1pp | 75.3%-7.4pp | 70.6%-2.7pp |
| Annual return | 15.75% | 17.84%-2.1pp | 116.11%-100.4pp | 31.26%-15.5pp |
| Employer contribution / active EE | $2,298 | $3,370-31.8% | $3,167-27.4% | $2,728-15.7% |
| Participant deferral / active EE | $5,030 | $5,390-6.7% | $5,011+0.4% | $4,651+8.2% |
| Admin fee / account holder | $372 | $219+69.9% | $10,958-96.6% | $433-14.2% |