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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $78,605 |
Filed as: ABD RETIREMENT SERVICES, INC. Service code 99 · EIN 80-0833114 | Other Fees | $44,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,245 | $87,125-41.2% | $108,405-52.7% | $86,821-41.0% |
| Participation rate | 67.5% | 80.5%-13.1pp | 80.1%-12.7pp | 72.3%-4.8pp |
| Annual return | 24.67% | 25.21%-0.5pp | 905.55%-880.9pp | 97.94%-73.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,559-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $11,558 | $6,944+66.4% | $6,563+76.1% | $4,132+179.7% |
| Admin fee / account holder | $203 | $130+55.6% | $7,297-97.2% | $170+19.5% |