Filed October 10, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,123 |
RETIREMENT BENEFIT SOLUTIONS3 years Service code 49 | Other Services | $3,153 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,045 |
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 | $21,094 | $130,294-83.8% | $170,043-87.6% | $71,511-70.5% |
| Participation rate | 96.7% | 86.2%+10.6pp | 87.0%+9.7pp | 67.9%+28.8pp |
| Annual return | 24.07% | 20.36%+3.7pp | 53.40%-29.3pp | 28.86%-4.8pp |
| Employer contribution / active EE | $188 | $4,385-95.7% | $6,790-97.2% | $2,589-92.8% |
| Participant deferral / active EE | $4,422 | $6,928-36.2% | $10,410-57.5% | $4,291+3.1% |
| Admin fee / account holder | $56 | $966-94.2% | $12,824-99.6% | $1,588-96.5% |