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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $28,694 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $18,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,196 | $777,995-92.3% | $160,037-62.4% | - |
| Participation rate | 44.4% | 55.4%-11.0pp | 78.0%-33.5pp | - |
| Annual return | -20.38% | -14.85%-5.5pp | 408.95%-429.3pp | - |
| Employer contribution / active EE | $1,283 | $1,852-30.7% | $4,226-69.6% | - |
| Participant deferral / active EE | $3,118 | $3,690-15.5% | $6,184-49.6% | - |
| Admin fee / account holder | $373 | $22,807-98.4% | $8,716-95.7% | - |