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 | $18,054 | $62,928-71.3% | $172,752-89.5% | $67,579-73.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 11.58% | 30.36%-18.8pp | 802.97%-791.4pp | 378.56%-367.0pp |
| Employer contribution / active EE | $2,070 | $1,636+26.5% | $5,144-59.8% | $2,148-3.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $6 | $167-96.4% | $13,955-100.0% | $142-95.7% |