Filed April 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $31,963 |
Filed as: SFG RETIREMENT PLAN CONSULTING Service code 99 · EIN 46-4984194 | Other Fees | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,123 | $29,369+162.6% | $77,552-0.6% | $73,412+5.1% |
| Participation rate | 44.6% | 37.9%+6.7pp | 54.2%-9.6pp | 72.2%-27.6pp |
| Annual return | 9.81% | 358.15%-348.3pp | 54.82%-45.0pp | 59.30%-49.5pp |
| Employer contribution / active EE | $749 | $406+84.6% | $987-24.1% | $2,234-66.5% |
| Participant deferral / active EE | $1,360 | $941+44.5% | $1,861-26.9% | $3,806-64.3% |
| Admin fee / account holder | $216 | $123+76.0% | $2,859-92.4% | $158+36.8% |