Filed January 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $36,117 |
MORNINGSTAR11+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,344 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,763 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,271 | $100,923+204.5% | $150,045+104.8% | $74,304+313.5% |
| Participation rate | 96.5% | 70.1%+26.4pp | 82.3%+14.2pp | 60.3%+36.2pp |
| Annual return | 15.66% | 51.77%-36.1pp | 62.55%-46.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $8,001 | $3,463+131.0% | $4,693+70.5% | $2,241+257.0% |
| Participant deferral / active EE | $14,136 | $6,709+110.7% | $7,997+76.8% | $3,767+275.2% |
| Admin fee / account holder | $231 | $2,767-91.6% | $13,435-98.3% | $2,969-92.2% |