Filed May 27, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 60 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $5,246 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,944 | $52,953-45.3% | $172,739-83.2% | $65,185-55.6% |
| Participation rate | 98.2% | 66.2%+32.0pp | 82.6%+15.6pp | 70.2%+28.0pp |
| Annual return | 6.06% | 30.12%-24.1pp | 802.84%-796.8pp | 29.38%-23.3pp |
| Employer contribution / active EE | $2,101 | $2,190-4.1% | $5,143-59.2% | $2,177-3.5% |
| Participant deferral / active EE | $722 | $2,471-70.8% | $5,198-86.1% | $3,514-79.5% |
| Admin fee / account holder | $43 | $472-90.8% | $13,954-99.7% | $847-94.9% |