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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 | $106,749+160.7% | $145,433+91.4% | $82,448+237.6% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.5pp |
| Annual return | 14.60% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $13,088 | $3,444+280.0% | $4,554+187.4% | $2,551+413.1% |
| Participant deferral / active EE | $6,590 | $6,519+1.1% | $7,897-16.5% | $4,139+59.2% |
| Admin fee / account holder | $667 | $8,390-92.1% | $13,129-94.9% | $7,234-90.8% |