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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANN COMP Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,346 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,840 | $62,132-24.6% | $185,827-74.8% | $73,493-36.3% |
| Participation rate | 94.3% | 67.8%+26.4pp | 78.0%+16.2pp | 70.7%+23.6pp |
| Annual return | 16.99% | 20.44%-3.4pp | 35.96%-19.0pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,668 | $1,681-0.8% | $4,087-59.2% | $2,270-26.5% |
| Participant deferral / active EE | $6,072 | $3,711+63.6% | $5,633+7.8% | $3,740+62.4% |
| Admin fee / account holder | $128 | $419-69.5% | $9,502-98.7% | $513-75.1% |