Filed October 28, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RET INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,692 | $36,916-38.5% | $156,551-85.5% | $57,658-60.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 3.22% | 12.38%-9.2pp | 32.23%-29.0pp | 5.13%-1.9pp |
| Employer contribution / active EE | $2,027 | $1,571+29.1% | $5,501-63.2% | $1,974+2.7% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $13 | $82-84.5% | $13,028-99.9% | $95-86.4% |