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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS8+ years Service code 99 · EIN 59-3331424 | Other Fees | $30,416 |
Service code 49 PO BOX 601070 · JACKSONVILLE, FL 32260 | Other Services | $5,681 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,758 | $65,125-23.6% | $143,797-65.4% | $66,949-25.7% |
| Participation rate | 86.1% | 65.2%+20.9pp | 80.3%+5.8pp | 69.8%+16.3pp |
| Annual return | -14.78% | -11.13%-3.7pp | -0.04%-14.7pp | 1.57%-16.4pp |
| Employer contribution / active EE | $12,123 | $2,362+413.2% | $4,952+144.8% | $2,545+376.3% |
| Participant deferral / active EE | $10,677 | $2,920+265.6% | $5,638+89.4% | $4,239+151.9% |
| Admin fee / account holder | $132 | $503-73.7% | $14,679-99.1% | $594-77.7% |