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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $430 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,006 | $45,283-77.9% | $155,789-93.6% | $52,331-80.9% |
| Participation rate | 61.9% | 62.2%-0.3pp | 76.1%-14.2pp | 68.1%-6.2pp |
| Annual return | -2.62% | 1.80%-4.4pp | 71.54%-74.2pp | 4.54%-7.2pp |
| Employer contribution / active EE | $1,061 | $1,329-20.1% | $3,839-72.4% | $1,882-43.6% |
| Participant deferral / active EE | $1,627 | $2,854-43.0% | $4,798-66.1% | $3,022-46.2% |
| Admin fee / account holder | $38 | $981-96.2% | $7,477-99.5% | $592-93.6% |