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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $45,061 | $49,138-8.3% | $84,020-46.4% | $65,185-30.9% |
| Participation rate | 43.4% | 60.7%-17.3pp | 69.0%-25.6pp | 70.2%-26.8pp |
| Annual return | 21.32% | 23.00%-1.7pp | 71.31%-50.0pp | 29.38%-8.1pp |
| Employer contribution / active EE | $935 | $914+2.3% | $1,984-52.9% | $2,177-57.1% |
| Participant deferral / active EE | $3,165 | $2,397+32.1% | $3,239-2.3% | $3,514-9.9% |
| Admin fee / account holder | $36 | $543-93.3% | $6,101-99.4% | $847-95.7% |