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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,098 | $55,446-52.9% | $155,574-83.2% | $74,429-64.9% |
| Participation rate | 91.8% | 61.9%+29.9pp | 78.2%+13.6pp | 67.2%+24.6pp |
| Annual return | 9.79% | 269.20%-259.4pp | 64.87%-55.1pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $2,863 | $2,266+26.3% | $4,676-38.8% | $2,625+9.1% |
| Participant deferral / active EE | $2,863 | $2,836+1.0% | $5,629-49.1% | $4,348-34.2% |
| Admin fee / account holder | $139 | $1,743-92.0% | $15,914-99.1% | $1,944-92.8% |