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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $16,678 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $14,616 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,035 |
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 | $63,972 | $106,164-39.7% | $147,041-56.5% | $77,692-17.7% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 14.77% | 56.81%-42.0pp | 419.21%-404.4pp | 31.25%-16.5pp |
| Employer contribution / active EE | $1,830 | $4,066-55.0% | $4,935-62.9% | $2,726-32.9% |
| Participant deferral / active EE | $8,264 | $7,993+3.4% | $8,071+2.4% | $4,648+77.8% |
| Admin fee / account holder | $57 | $338-83.0% | $13,006-99.6% | $431-86.7% |