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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $29,780 |
Service code 99 · EIN 47-1411118 | Other Fees | $15,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,229 | $101,672-50.6% | $147,117-65.9% | $74,478-32.6% |
| Participation rate | 67.2% | 75.5%-8.4pp | 82.2%-15.0pp | 67.2%0pp |
| Annual return | 22.26% | 8757.83%-8735.6pp | 420.54%-398.3pp | 1370.56%-1348.3pp |
| Employer contribution / active EE | $3,771 | $3,813-1.1% | $4,932-23.6% | $2,626+43.6% |
| Participant deferral / active EE | $7,667 | $7,305+5.0% | $8,065-4.9% | $4,350+76.2% |
| Admin fee / account holder | $184 | $1,753-89.5% | $12,993-98.6% | $1,946-90.6% |