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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,438 | $52,293-74.3% | $178,499-92.5% | $73,412-81.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | -3.55% | 34.75%-38.3pp | 151.10%-154.7pp | 59.30%-62.8pp |
| Employer contribution / active EE | $852 | $1,735-50.9% | $5,011-83.0% | $2,234-61.8% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $2 | $127-98.6% | $13,986-100.0% | $158-98.9% |