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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $82,220 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $50,936 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $30,850 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,612 | $87,059-15.4% | $105,608-30.3% | $80,925-9.0% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.0pp | 67.7%+15.7pp |
| Annual return | 7.02% | 17.05%-10.0pp | 116.50%-109.5pp | 35.65%-28.6pp |
| Employer contribution / active EE | $29,865 | $2,396+1146.2% | $3,167+843.0% | $2,756+983.5% |
| Participant deferral / active EE | $60,084 | $3,986+1407.4% | $5,010+1099.4% | $4,299+1297.7% |
| Admin fee / account holder | $385 | $8,443-95.4% | $11,028-96.5% | $6,940-94.5% |