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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,148 | $50,919-72.2% | $155,556-90.9% | $77,762-81.8% |
| Participation rate | 52.9% | 63.1%-10.2pp | 78.2%-25.4pp | 70.6%-17.7pp |
| Annual return | 18.68% | 34.84%-16.2pp | 64.84%-46.2pp | 31.27%-12.6pp |
| Employer contribution / active EE | $496 | $1,991-75.1% | $4,675-89.4% | $2,728-81.8% |
| Participant deferral / active EE | $828 | $2,824-70.7% | $5,631-85.3% | $4,651-82.2% |
| Admin fee / account holder | $17 | $437-96.1% | $15,885-99.9% | $433-96.1% |