Filed March 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR AND ANNUITY C Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $40,763 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,817 | $165,890-93.5% | $155,574-93.0% | - |
| Participation rate | 100.0% | 63.3%+36.7pp | 78.2%+21.8pp | - |
| Annual return | 10.63% | 19.47%-8.8pp | 64.87%-54.2pp | - |
| Employer contribution / active EE | $1,521 | $2,522-39.7% | $4,676-67.5% | - |
| Participant deferral / active EE | $2,800 | $2,935-4.6% | $5,629-50.3% | - |
| Admin fee / account holder | $107 | $97,423-99.9% | $15,914-99.3% | - |