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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 1 ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $438,277 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Loan Processing | $209,151 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,616 | $95,388+174.3% | $125,401+108.6% | $77,906+235.8% |
| Participation rate | 97.3% | 78.6%+18.7pp | 82.4%+14.9pp | 73.7%+23.6pp |
| Annual return | -14.08% | 116.19%-130.3pp | 572.53%-586.6pp | 12.16%-26.2pp |
| Employer contribution / active EE | $10,870 | $3,666+196.5% | $4,816+125.7% | $2,846+281.9% |
| Participant deferral / active EE | $15,619 | $7,711+102.6% | $7,448+109.7% | $4,805+225.0% |
| Admin fee / account holder | $254 | $119+113.9% | $10,008-97.5% | $133+91.7% |