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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: VOYA RETIREMENT INSURANCE CO Service code 18 · EIN 71-0294708 | Custodial (other than securities) | $0 |
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 | $34,497 | $41,854-17.6% | $73,836-53.3% | $52,331-34.1% |
| Participation rate | 64.4% | 66.2%-1.8pp | 73.4%-9.0pp | 68.1%-3.7pp |
| Annual return | -0.71% | 2.11%-2.8pp | 2268.06%-2268.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $943 | $1,920-50.9% | $2,787-66.2% | $1,882-49.9% |
| Participant deferral / active EE | $1,593 | $2,498-36.2% | $3,583-55.5% | $3,022-47.3% |
| Admin fee / account holder | $19 | $493-96.1% | $4,882-99.6% | $592-96.8% |