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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 91-1802259 | Other Fees | $5,137 |
Service code 49 | Other Services | $2,251 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 | Advisory (Participants) | $1 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,742 | $54,679-93.2% | $76,119-95.1% | $74,459-95.0% |
| Participation rate | 89.8% | 60.3%+29.5pp | 69.1%+20.8pp | 67.2%+22.6pp |
| Annual return | 16.89% | 31.90%-15.0pp | 361.25%-344.4pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $1,016 | $1,781-43.0% | $2,693-62.3% | $2,626-61.3% |
| Participant deferral / active EE | $2,247 | $3,072-26.9% | $4,259-47.2% | $4,350-48.3% |
| Admin fee / account holder | $92 | $2,238-95.9% | $6,421-98.6% | $1,945-95.3% |