Filed May 26, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,628 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $19 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,180 | $107,378-70.0% | $108,582-70.4% | $57,658-44.2% |
| Participation rate | 58.7% | 77.1%-18.4pp | 79.6%-20.9pp | 70.2%-11.5pp |
| Annual return | 9.61% | 12.80%-3.2pp | -51.70%+61.3pp | 5.13%+4.5pp |
| Employer contribution / active EE | $824 | $1,782-53.8% | $3,758-78.1% | $1,974-58.3% |
| Participant deferral / active EE | $2,240 | $3,221-30.5% | $4,311-48.0% | $3,061-26.8% |
| Admin fee / account holder | $124 | $108+14.3% | $7,645-98.4% | $95+31.1% |