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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 | $80,748+33.7% | $102,383+5.4% | $74,429+45.0% |
| Participation rate | 94.0% | 65.7%+28.3pp | 74.5%+19.5pp | 67.2%+26.8pp |
| Annual return | 16.43% | 27.57%-11.1pp | 24.94%-8.5pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $3,628 | $3,159+14.8% | $3,870-6.3% | $2,625+38.2% |
| Participant deferral / active EE | $9,008 | $3,861+133.3% | $5,060+78.0% | $4,348+107.2% |
| Admin fee / account holder | $152 | $2,371-93.6% | $8,391-98.2% | $1,944-92.2% |