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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 | Advisory (Plan) | $6,537 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $63 |
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 | $33,367 | $84,936-60.7% | $111,303-70.0% | $79,393-58.0% |
| Participation rate | 82.6% | 75.9%+6.8pp | 77.3%+5.3pp | 70.7%+11.9pp |
| Annual return | 14.72% | 17.45%-2.7pp | 54.66%-39.9pp | 116.87%-102.1pp |
| Employer contribution / active EE | $687 | $1,979-65.3% | $2,731-74.8% | $2,428-71.7% |
| Participant deferral / active EE | $2,477 | $3,888-36.3% | $4,487-44.8% | $4,046-38.8% |
| Admin fee / account holder | $30 | $537-94.5% | $7,966-99.6% | $627-95.3% |