Filed October 10, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS2 years Service code 49 | Other Services | $3,023 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,853 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $1,012 |
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).
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 | $15,475 | $102,661-84.9% | $151,639-89.8% | $66,938-76.9% |
| Participation rate | 94.1% | 85.5%+8.6pp | 87.5%+6.6pp | 69.8%+24.3pp |
| Annual return | -16.55% | -10.81%-5.7pp | 3.34%-19.9pp | 1.58%-18.1pp |
| Employer contribution / active EE | $258 | $4,184-93.8% | $6,165-95.8% | $2,545-89.9% |
| Participant deferral / active EE | $5,454 | $6,645-17.9% | $8,363-34.8% | $4,238+28.7% |
| Admin fee / account holder | $29 | $630-95.4% | $11,613-99.7% | $594-95.1% |