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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,260 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,350 |
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 | $98,895 | $110,483-10.5% | $145,433-32.0% | $79,634+24.2% |
| Participation rate | 89.6% | 71.1%+18.5pp | 82.1%+7.5pp | 62.5%+27.2pp |
| Annual return | 24.90% | 24.62%+0.3pp | 66.58%-41.7pp | 36.46%-11.6pp |
| Employer contribution / active EE | $7,737 | $4,053+90.9% | $4,554+69.9% | $2,529+205.9% |
| Participant deferral / active EE | $17,427 | $7,216+141.5% | $7,897+120.7% | $3,835+354.5% |
| Admin fee / account holder | $35 | $680-94.8% | $13,129-99.7% | $1,002-96.5% |