Filed January 7, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $70,550 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $0 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,400 | $50,815+13.0% | $155,509-63.1% | $77,643-26.1% |
| Participation rate | 54.7% | 63.1%-8.4pp | 78.2%-23.5pp | 70.6%-15.9pp |
| Annual return | 18.73% | 34.80%-16.1pp | 64.67%-45.9pp | 31.24%-12.5pp |
| Employer contribution / active EE | $1,412 | $1,993-29.1% | $4,672-69.8% | $2,726-48.2% |
| Participant deferral / active EE | $3,737 | $2,822+32.4% | $5,626-33.6% | $4,647-19.6% |
| Admin fee / account holder | $273 | $437-37.4% | $15,912-98.3% | $430-36.5% |