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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,666 | $64,919-12.7% | $392,568-85.6% | $65,185-13.1% |
| Participation rate | 42.2% | 72.0%-29.8pp | 78.1%-35.9pp | 70.2%-28.0pp |
| Annual return | 21.93% | 26.09%-4.2pp | 24.42%-2.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $0 | $2,374-100.0% | $3,783-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,398 | $3,668-7.4% | $5,985-43.2% | $3,514-3.3% |
| Admin fee / account holder | $16 | $634-97.5% | $6,260-99.7% | $847-98.1% |