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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 | $106,524+161.3% | $152,301+82.7% | $87,485+218.1% |
| Participation rate | 97.5% | 75.8%+21.8pp | 82.4%+15.1pp | 68.9%+28.6pp |
| Annual return | 14.60% | 26.89%-12.3pp | 80.50%-65.9pp | 26.06%-11.5pp |
| Employer contribution / active EE | $13,088 | $3,371+288.2% | $4,624+183.0% | $2,596+404.1% |
| Participant deferral / active EE | $6,590 | $6,525+1.0% | $8,004-17.7% | $4,274+54.2% |
| Admin fee / account holder | $667 | $8,287-92.0% | $14,398-95.4% | $7,775-91.4% |