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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $88,072 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $38,527 |
HEIN & ASSOCIATES LLP2+ years Filed as: HEIN & ASSOCIATES Service code 10 · EIN 84-0749233 | Accounting | $8,098 |
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 | $42,839 | $74,024-42.1% | $78,002-45.1% | $57,658-25.7% |
| Participation rate | 99.3% | 79.7%+19.6pp | 75.5%+23.8pp | 70.2%+29.1pp |
| Annual return | 8.77% | 12.14%-3.4pp | 425.99%-417.2pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,454 | $2,365-38.5% | $2,470-41.2% | $1,974-26.4% |
| Participant deferral / active EE | $2,164 | $3,533-38.7% | $3,497-38.1% | $3,061-29.3% |
| Admin fee / account holder | $165 | $93+76.8% | $5,481-97.0% | $95+74.3% |