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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 | $54,679+95.5% | $76,119+40.4% | $74,459+43.6% |
| Participation rate | 29.9% | 60.3%-30.5pp | 69.1%-39.2pp | 67.2%-37.3pp |
| Annual return | 18.37% | 31.90%-13.5pp | 361.25%-342.9pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,441 | $3,072-53.1% | $4,259-66.2% | $4,350-66.9% |
| Admin fee / account holder | $8 | $2,238-99.7% | $6,421-99.9% | $1,945-99.6% |