Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT & ANNUITY CO Service code 28 | Investment Management | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 28 | Investment Management | $0 |
Filed as: VOYA RETIREMNT & ANNUITY CO Service code 28 | Investment Management | $0 |
Filed as: VOYA RETIREMNT INSUR & ANNUITY CO Service code 28 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,008 | $42,396-10.3% | $67,313-43.5% | $56,287-32.5% |
| Participation rate | 34.8% | 61.0%-26.2pp | 69.1%-34.3pp | 69.9%-35.0pp |
| Annual return | -2.46% | -36.63%+34.2pp | -4.08%+1.6pp | -9.96%+7.5pp |
| Employer contribution / active EE | $423 | $1,414-70.1% | $2,566-83.5% | $2,111-80.0% |
| Participant deferral / active EE | $1,066 | $2,360-54.8% | $3,568-70.1% | $3,350-68.2% |
| Admin fee / account holder | $11 | $510-97.8% | $4,507-99.8% | $521-97.9% |