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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 95-3845382 | Other Fees | $47,787 |
BENE TRACK INC.1 year Service code 49 STE 100 250 N PATRICK BLVD · BROOKFIELD, WI 53045 | Other Services | $9,456 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,009 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,116 | $59,159-8.5% | $159,960-66.2% | $66,914-19.1% |
| Participation rate | 90.6% | 68.1%+22.5pp | 78.0%+12.6pp | 69.8%+20.8pp |
| Annual return | -18.46% | -12.26%-6.2pp | 408.60%-427.1pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,688 | $1,983-14.9% | $4,226-60.1% | $2,544-33.7% |
| Participant deferral / active EE | $5,013 | $4,395+14.1% | $6,182-18.9% | $4,237+18.3% |
| Admin fee / account holder | $42 | $591-92.8% | $8,698-99.5% | $593-92.9% |