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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANN COMP Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,491 |
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 | $44,287 | $56,918-22.2% | $182,531-75.7% | $65,185-32.1% |
| Participation rate | 96.5% | 66.5%+30.0pp | 78.0%+18.5pp | 70.2%+26.3pp |
| Annual return | 21.64% | 27.67%-6.0pp | 148.57%-126.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,964 | $1,615+21.6% | $4,075-51.8% | $2,177-9.8% |
| Participant deferral / active EE | $6,118 | $3,526+73.5% | $5,525+10.7% | $3,514+74.1% |
| Admin fee / account holder | $56 | $531-89.5% | $8,593-99.4% | $847-93.4% |