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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANN COMP Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,557 |
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 | $33,948 | $48,576-30.1% | $169,452-80.0% | $56,287-39.7% |
| Participation rate | 96.4% | 65.8%+30.6pp | 77.8%+18.6pp | 69.9%+26.5pp |
| Annual return | -5.34% | -2.51%-2.8pp | 1.83%-7.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,781 | $1,559+14.3% | $4,157-57.1% | $2,111-15.6% |
| Participant deferral / active EE | $5,125 | $3,275+56.5% | $5,277-2.9% | $3,350+53.0% |
| Admin fee / account holder | $56 | $435-87.2% | $9,110-99.4% | $521-89.3% |