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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,222 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,119 | $69,383+14.0% | $101,275-21.9% | $73,497+7.7% |
| Participation rate | 56.9% | 68.4%-11.5pp | 75.8%-18.9pp | 70.7%-13.8pp |
| Annual return | 16.90% | 18.46%-1.6pp | 46.48%-29.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $952 | $2,628-63.8% | $3,660-74.0% | $2,270-58.0% |
| Participant deferral / active EE | $3,131 | $3,301-5.2% | $4,371-28.4% | $3,740-16.3% |
| Admin fee / account holder | $48 | $704-93.1% | $5,948-99.2% | $513-90.6% |