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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $72,936 |
SECURITIES AMERICA INC1 year Service code 99 · EIN 43-0730823 | Other Fees | $29,792 |
Filed as: RETIREMENT PLANNING SERVICES INC Service code 49 · EIN 84-1096179 | Other Services | $25,364 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $7,754 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,909 | $93,131-46.4% | $106,554-53.2% | $86,821-42.5% |
| Participation rate | 90.2% | 81.4%+8.7pp | 76.1%+14.0pp | 72.3%+17.9pp |
| Annual return | 12.34% | 19.45%-7.1pp | 26.80%-14.5pp | 97.94%-85.6pp |
| Employer contribution / active EE | $520 | $2,895-82.0% | $2,819-81.5% | $2,406-78.4% |
| Participant deferral / active EE | $2,520 | $4,708-46.5% | $4,398-42.7% | $4,132-39.0% |
| Admin fee / account holder | $308 | $145+112.5% | $7,408-95.8% | $170+81.8% |