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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,640 | $104,497-42.0% | $159,487-62.0% | $79,389-23.6% |
| Participation rate | 59.5% | 76.6%-17.1pp | 82.8%-23.3pp | 70.7%-11.2pp |
| Annual return | 14.11% | 67.98%-53.9pp | 263.71%-249.6pp | 116.89%-102.8pp |
| Employer contribution / active EE | $470 | $3,418-86.2% | $4,831-90.3% | $2,428-80.6% |
| Participant deferral / active EE | $3,910 | $6,468-39.6% | $7,354-46.8% | $4,046-3.4% |
| Admin fee / account holder | $11 | $711-98.4% | $10,804-99.9% | $626-98.2% |