Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,102 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,598 | $73,981-3.2% | $105,754-32.3% | $62,881+13.9% |
| Participation rate | 52.6% | 71.7%-19.1pp | 78.9%-26.3pp | 69.3%-16.7pp |
| Annual return | 6.73% | 17.60%-10.9pp | 12.25%-5.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,284 | $4,038-18.7% | $5,326-38.3% | $3,203+2.5% |
| Admin fee / account holder | $111 | $5,976-98.1% | $8,309-98.7% | $4,296-97.4% |