Filed May 28, 2026 (most recent of 5 filings on file)
Total covered: 32 employees
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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,725 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,420 | $122,063-27.6% | $184,256-52.0% | $74,478+18.7% |
| Participation rate | 71.9% | 85.5%-13.6pp | 86.8%-15.0pp | 67.2%+4.7pp |
| Annual return | 15.15% | 19.92%-4.8pp | 28.85%-13.7pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $1,889 | $4,539-58.4% | $6,427-70.6% | $2,626-28.1% |
| Participant deferral / active EE | $3,148 | $7,144-55.9% | $9,133-65.5% | $4,350-27.6% |
| Admin fee / account holder | $32 | $1,253-97.5% | $13,899-99.8% | $1,946-98.4% |