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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $60,370 |
CALDWELL TRUST COMPANY5 years Service code 99 · EIN 65-0376693 | Other Fees | $16,834 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,383 | $56,317-67.4% | $71,209-74.2% | $74,304-75.3% |
| Participation rate | 93.0% | 55.1%+37.9pp | 73.8%+19.2pp | 60.3%+32.6pp |
| Annual return | 10.24% | 42.83%-32.6pp | 282.51%-272.3pp | 29.43%-19.2pp |
| Employer contribution / active EE | $1,614 | $2,160-25.3% | $2,721-40.7% | $2,241-28.0% |
| Participant deferral / active EE | $3,090 | $2,788+10.8% | $4,175-26.0% | $3,767-18.0% |
| Admin fee / account holder | $269 | $2,290-88.3% | $5,349-95.0% | $2,969-91.0% |