Filed September 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 82-1364595 | Other Fees | $49,975 |
QUALIFIED PLANS, LLC6 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $11,582 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,692 | $58,926+87.8% | $97,226+13.9% | $74,495+48.6% |
| Participation rate | 93.7% | 63.5%+30.2pp | 72.7%+21.0pp | 67.2%+26.5pp |
| Annual return | 12.33% | 16.04%-3.7pp | 75.13%-62.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,737 | $1,894+44.5% | $2,729+0.3% | $2,623+4.3% |
| Participant deferral / active EE | $5,632 | $3,664+53.7% | $4,264+32.1% | $4,346+29.6% |
| Admin fee / account holder | $432 | $1,974-78.1% | $5,654-92.4% | $1,942-77.7% |