Filed October 10, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS4 years Service code 49 | Other Services | $3,489 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,065 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,386 | $122,063-84.1% | $184,256-89.5% | $74,478-74.0% |
| Participation rate | 90.5% | 85.5%+5.0pp | 86.8%+3.7pp | 67.2%+23.3pp |
| Annual return | 12.98% | 19.92%-6.9pp | 28.85%-15.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $312 | $4,539-93.1% | $6,427-95.1% | $2,626-88.1% |
| Participant deferral / active EE | $4,069 | $7,144-43.1% | $9,133-55.5% | $4,350-6.5% |
| Admin fee / account holder | $25 | $1,253-98.0% | $13,899-99.8% | $1,946-98.7% |