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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $24,042 |
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 | $129,931 | $58,895+120.6% | $178,503-27.2% | $73,497+76.8% |
| Participation rate | 98.7% | 66.2%+32.4pp | 81.9%+16.7pp | 70.7%+28.0pp |
| Annual return | 17.32% | 24.86%-7.5pp | 151.12%-133.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $5,897 | $2,236+163.7% | $5,011+17.7% | $2,270+159.8% |
| Participant deferral / active EE | $3,516 | $2,567+37.0% | $5,202-32.4% | $3,740-6.0% |
| Admin fee / account holder | $121 | $400-69.7% | $13,987-99.1% | $513-76.3% |