Filed December 9, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE Service code 99 | Other Fees | $8,309 |
MMA SECURITIES LLC1 year Service code 99 · EIN 22-3570392 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,098 | $55,415-52.9% | $155,509-83.2% | $74,495-65.0% |
| Participation rate | 91.8% | 61.9%+29.9pp | 78.2%+13.7pp | 67.2%+24.6pp |
| Annual return | 9.79% | 268.50%-258.7pp | 64.67%-54.9pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $2,863 | $2,267+26.3% | $4,672-38.7% | $2,623+9.1% |
| Participant deferral / active EE | $2,863 | $2,836+1.0% | $5,626-49.1% | $4,346-34.1% |
| Admin fee / account holder | $139 | $1,738-92.0% | $15,912-99.1% | $1,942-92.8% |