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 |
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.
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 | $21,719 | $46,173-53.0% | $170,435-87.3% | $69,631-68.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 9.08% | 21.62%-12.5pp | 205.94%-196.9pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $2,093 | $1,610+30.0% | $5,432-61.5% | $2,032+3.0% |
| Participant deferral / active EE | $3 | $2,080-99.9% | $4,939-99.9% | $3,224-99.9% |
| Admin fee / account holder | $6 | $116-94.7% | $13,881-100.0% | $110-94.4% |