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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,873 | $54,573-17.8% | $90,970-50.7% | $73,493-38.9% |
| Participation rate | 48.0% | 61.2%-13.2pp | 69.0%-21.0pp | 70.7%-22.7pp |
| Annual return | 13.55% | 16.69%-3.1pp | 134.58%-121.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $737 | $991-25.6% | $2,122-65.3% | $2,270-67.5% |
| Participant deferral / active EE | $2,186 | $2,517-13.2% | $3,373-35.2% | $3,740-41.6% |
| Admin fee / account holder | $21 | $521-95.9% | $5,960-99.6% | $513-95.9% |