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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,902 | $135,961+16.1% | $96,707+63.3% | $67,986+132.3% |
| Participation rate | 89.4% | 76.3%+13.1pp | 80.4%+9.1pp | 57.2%+32.2pp |
| Annual return | 11.27% | 31.14%-19.9pp | 34.78%-23.5pp | 31.67%-20.4pp |
| Employer contribution / active EE | $3,292 | $5,011-34.3% | $4,191-21.5% | $2,019+63.1% |
| Participant deferral / active EE | $5,052 | $7,360-31.4% | $5,997-15.8% | $3,358+50.4% |
| Admin fee / account holder | $616 | $2,370-74.0% | $7,503-91.8% | $3,203-80.8% |