Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,050 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,962 | $65,092-32.5% | $143,799-69.4% | $66,938-34.3% |
| Participation rate | 52.5% | 65.2%-12.7pp | 80.3%-27.8pp | 69.8%-17.3pp |
| Annual return | -3.00% | -11.14%+8.1pp | -0.04%-3.0pp | 1.58%-4.6pp |
| Employer contribution / active EE | $1,094 | $2,362-53.7% | $4,952-77.9% | $2,545-57.0% |
| Participant deferral / active EE | $1,677 | $2,920-42.6% | $5,638-70.3% | $4,238-60.4% |
| Admin fee / account holder | $12 | $502-97.6% | $14,677-99.9% | $594-97.9% |