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| Provider | Service type | Compensation |
|---|---|---|
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,155 | $75,183+5.3% | $123,894-36.1% | $55,167+43.5% |
| Participation rate | 69.2% | 72.8%-3.6pp | 81.4%-12.2pp | 69.0%+0.2pp |
| Annual return | 7.04% | 19.01%-12.0pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,423 | $5,084+26.3% | $5,984+7.3% | $3,054+110.3% |
| Admin fee / account holder | $175 | $663-73.6% | $8,357-97.9% | $504-65.2% |