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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,643 | $41,467+10.1% | $67,313-32.2% | $55,725-18.1% |
| Participation rate | 45.4% | 62.5%-17.1pp | 69.1%-23.7pp | 70.9%-25.5pp |
| Annual return | -2.35% | 0.82%-3.2pp | -4.08%+1.7pp | 244.93%-247.3pp |
| Employer contribution / active EE | $0 | $1,316-100.0% | $2,566-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,845 | $2,399+18.6% | $3,568-20.3% | $3,356-15.2% |
| Admin fee / account holder | $8 | $102-92.5% | $4,507-99.8% | $115-93.3% |