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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $43,468 |
BENSLER, LLC2 years Service code 99 · EIN 71-1004774 | Other Fees | $27,229 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,126 |
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 | $107,922 | $80,781+33.6% | $102,437+5.4% | $74,478+44.9% |
| Participation rate | 94.0% | 65.7%+28.3pp | 74.5%+19.5pp | 67.2%+26.7pp |
| Annual return | 16.43% | 27.58%-11.1pp | 24.95%-8.5pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $3,628 | $3,160+14.8% | $3,871-6.3% | $2,626+38.1% |
| Participant deferral / active EE | $9,008 | $3,862+133.3% | $5,060+78.0% | $4,350+107.1% |
| Admin fee / account holder | $152 | $2,372-93.6% | $8,388-98.2% | $1,946-92.2% |