Filed January 7, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $78,240 |
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES INC Service code 99 · EIN 91-0850651 | Other Fees | $49,193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,121 | $56,540-36.1% | $185,851-80.6% | $86,821-58.4% |
| Participation rate | 51.0% | 65.5%-14.5pp | 81.7%-30.7pp | 72.3%-21.3pp |
| Annual return | 25.23% | 118.20%-93.0pp | 122.11%-96.9pp | 97.94%-72.7pp |
| Employer contribution / active EE | $1,219 | $1,844-33.9% | $5,168-76.4% | $2,406-49.3% |
| Participant deferral / active EE | $2,960 | $2,555+15.9% | $5,569-46.8% | $4,132-28.3% |
| Admin fee / account holder | $213 | $150+42.1% | $16,245-98.7% | $170+25.4% |