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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,897 | $54,558+95.9% | $76,002+40.6% | $74,546+43.4% |
| Participation rate | 29.9% | 60.3%-30.4pp | 69.1%-39.2pp | 67.2%-37.3pp |
| Annual return | 18.37% | 31.83%-13.5pp | 360.07%-341.7pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,688-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,441 | $3,065-53.0% | $4,257-66.2% | $4,347-66.9% |
| Admin fee / account holder | $8 | $2,232-99.7% | $6,414-99.9% | $1,944-99.6% |