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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $130,929 | $85,766+52.7% | $136,298-3.9% | $70,126+86.7% |
| Participation rate | 68.6% | 74.2%-5.6pp | 81.9%-13.3pp | 69.5%-0.9pp |
| Annual return | 16.53% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,813 | $2,966-38.9% | $4,696-61.4% | $2,343-22.6% |
| Participant deferral / active EE | $7,878 | $5,051+56.0% | $6,247+26.1% | $3,332+136.5% |
| Admin fee / account holder | $8 | $5,421-99.9% | $9,244-99.9% | $4,645-99.8% |