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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,950 | $98,776+0.2% | $149,745-33.9% | $79,856+23.9% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.7pp |
| Annual return | 14.72% | 27.38%-12.7pp | 276.72%-262.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $6,360 | $3,217+97.7% | $4,646+36.9% | $2,471+157.4% |
| Participant deferral / active EE | $19,617 | $5,681+245.3% | $6,843+186.7% | $3,741+424.4% |
| Admin fee / account holder | $14 | $6,053-99.8% | $9,312-99.8% | $5,306-99.7% |