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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT AND INSURANCE CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,736 | $70,002+5.3% | $115,038-35.9% | $52,331+40.9% |
| Participation rate | 68.9% | 72.1%-3.2pp | 81.4%-12.5pp | 68.1%+0.8pp |
| Annual return | -1.25% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,082 | $4,920+43.9% | $6,026+17.5% | $3,022+134.3% |
| Admin fee / account holder | $18 | $566-96.8% | $8,175-99.8% | $592-97.0% |