Filed August 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $86,385 |
Filed as: PRIMARY WEALTH MANAGEMENT LLC Service code 99 · EIN 81-0702447 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,884 | $41,774-45.2% | $118,914-80.8% | $90,274-74.7% |
| Participation rate | 34.7% | 55.0%-20.3pp | 75.4%-40.7pp | 73.4%-38.6pp |
| Annual return | 15.53% | 16.64%-1.1pp | 35.89%-20.4pp | 53.97%-38.4pp |
| Employer contribution / active EE | $725 | $986-26.4% | $3,264-77.8% | $2,523-71.3% |
| Participant deferral / active EE | $1,182 | $1,683-29.8% | $4,266-72.3% | $4,231-72.1% |
| Admin fee / account holder | $167 | $85+97.4% | $6,582-97.5% | $114+46.5% |