Filed March 6, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $164,139-93.4% | $155,567-93.0% | - |
| Participation rate | 100.0% | 62.7%+37.3pp | 78.2%+21.8pp | - |
| Annual return | 10.63% | 19.45%-8.8pp | 64.74%-54.1pp | - |
| Employer contribution / active EE | $1,521 | $2,490-38.9% | $4,674-67.5% | - |
| Participant deferral / active EE | $2,800 | $2,914-3.9% | $5,628-50.2% | - |
| Admin fee / account holder | $107 | $96,217-99.9% | $15,916-99.3% | - |