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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 | Advisory (Plan) | $842 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 49 | Other Services | $3 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 64 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Recordkeeping Fees | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,251 | $122,042-64.6% | $184,260-76.5% | $74,459-41.9% |
| Participation rate | 49.2% | 85.5%-36.3pp | 86.8%-37.7pp | 67.2%-18.1pp |
| Annual return | 13.88% | 19.91%-6.0pp | 28.84%-15.0pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,657 | $4,537-63.5% | $6,427-74.2% | $2,626-36.9% |
| Participant deferral / active EE | $3,931 | $7,143-45.0% | $9,133-57.0% | $4,350-9.6% |
| Admin fee / account holder | $525 | $1,252-58.0% | $13,898-96.2% | $1,945-73.0% |