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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANN COMP Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,603 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,794 | $50,898-37.5% | $171,082-81.4% | $55,167-42.4% |
| Participation rate | 88.8% | 63.3%+25.5pp | 76.7%+12.1pp | 69.0%+19.8pp |
| Annual return | 11.44% | 15.34%-3.9pp | 32.56%-21.1pp | 169.23%-157.8pp |
| Employer contribution / active EE | $1,584 | $1,433+10.5% | $4,002-60.4% | $1,963-19.3% |
| Participant deferral / active EE | $4,094 | $2,994+36.7% | $4,797-14.7% | $3,054+34.0% |
| Admin fee / account holder | $41 | $500-91.8% | $8,520-99.5% | $504-91.8% |