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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $1,047 |
ACUFF & ASSOCIATES, INC.5+ years Service code 15 · EIN 62-1477251 | Recordkeeping | $840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,633 | $60,795+42.5% | $69,464+24.7% | $65,185+32.9% |
| Participation rate | 85.2% | 74.9%+10.3pp | 74.6%+10.6pp | 70.2%+15.0pp |
| Annual return | 22.10% | 17.46%+4.6pp | 28.98%-6.9pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,756 | $2,452-28.4% | $2,779-36.8% | $2,177-19.3% |
| Participant deferral / active EE | $2,990 | $3,162-5.4% | $3,536-15.4% | $3,514-14.9% |
| Admin fee / account holder | $15 | $314-95.3% | $3,840-99.6% | $847-98.3% |