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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $101,538 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,328 | $44,980-19.2% | $85,063-57.3% | $77,692-53.2% |
| Participation rate | 24.5% | 48.6%-24.1pp | 67.5%-43.0pp | 70.6%-46.1pp |
| Annual return | 12.41% | 79.13%-66.7pp | 66.54%-54.1pp | 31.25%-18.8pp |
| Employer contribution / active EE | $870 | $1,607-45.8% | $2,727-68.1% | $2,726-68.1% |
| Participant deferral / active EE | $1,799 | $2,804-35.8% | $4,523-60.2% | $4,648-61.3% |
| Admin fee / account holder | $357 | $911-60.9% | $6,155-94.2% | $431-17.2% |