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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 | Advisory (Plan) | $1,489 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20 |
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 | $36,465 | $73,638-50.5% | $95,964-62.0% | $73,497-50.4% |
| Participation rate | 78.2% | 76.2%+2.0pp | 77.1%+1.1pp | 70.7%+7.5pp |
| Annual return | 19.96% | 16.78%+3.2pp | 91.64%-71.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $661 | $1,863-64.5% | $2,541-74.0% | $2,270-70.9% |
| Participant deferral / active EE | $2,453 | $3,617-32.2% | $4,167-41.1% | $3,740-34.4% |
| Admin fee / account holder | $62 | $482-87.1% | $6,797-99.1% | $513-87.9% |