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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $69,984 |
ADVUS FINANCIAL PARTNERS LLC3 years Filed as: ADVUS FINANCIAL PARTNERS, LLC Service code 99 · EIN 85-4001199 | Other Fees | $41,659 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,305 | $107,421+159.1% | $182,262+52.7% | $94,015+196.0% |
| Participation rate | 97.5% | 77.8%+19.8pp | 84.2%+13.3pp | 70.8%+26.7pp |
| Annual return | 14.60% | 21.32%-6.7pp | 140.60%-126.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $13,088 | $3,448+279.6% | $5,046+159.4% | $2,790+369.1% |
| Participant deferral / active EE | $6,590 | $6,558+0.5% | $8,276-20.4% | $4,249+55.1% |
| Admin fee / account holder | $667 | $8,692-92.3% | $16,712-96.0% | $8,951-92.6% |