Filed October 10, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $2,509 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $864 |
Service code 22 · EIN 95-3845382 | Insurance Broker | $0 |
Filed as: VOYA FINANCIAL ADVISORS, INC Service code 22 · EIN 41-0945505 | Insurance Broker | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,351 | $121,341-86.5% | $189,520-91.4% | $79,393-79.4% |
| Participation rate | 94.8% | 86.1%+8.7pp | 87.8%+7.0pp | 70.7%+24.1pp |
| Annual return | 20.37% | 21.08%-0.7pp | 555.25%-534.9pp | 116.87%-96.5pp |
| Employer contribution / active EE | $383 | $3,915-90.2% | $6,161-93.8% | $2,428-84.2% |
| Participant deferral / active EE | $4,777 | $6,395-25.3% | $8,220-41.9% | $4,046+18.1% |
| Admin fee / account holder | $13 | $651-98.0% | $12,046-99.9% | $627-97.9% |