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| 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 INSU & ANNUITY CO Service code 28 | Investment Management | $0 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY Service code 28 | Investment Management | $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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,261 | $47,922-9.7% | $75,894-43.0% | $65,185-33.6% |
| Participation rate | 37.1% | 63.0%-25.9pp | 69.3%-32.2pp | 70.2%-33.1pp |
| Annual return | 22.87% | 24.12%-1.2pp | 30.76%-7.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $25 | $1,557-98.4% | $2,501-99.0% | $2,177-98.8% |
| Participant deferral / active EE | $1,051 | $2,550-58.8% | $3,603-70.8% | $3,514-70.1% |
| Admin fee / account holder | $15 | $532-97.2% | $5,420-99.7% | $847-98.2% |