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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,572 | $58,083-59.4% | $80,019-70.5% | $56,287-58.1% |
| Participation rate | 36.9% | 73.6%-36.7pp | 75.8%-38.9pp | 69.9%-32.9pp |
| Annual return | 8.12% | 34.61%-26.5pp | 11.22%-3.1pp | -9.96%+18.1pp |
| Employer contribution / active EE | $350 | $1,932-81.9% | $2,468-85.8% | $2,111-83.4% |
| Participant deferral / active EE | $1,916 | $3,135-38.9% | $3,686-48.0% | $3,350-42.8% |
| Admin fee / account holder | $64 | $623-89.8% | $6,521-99.0% | $521-87.8% |