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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,282 | $60,165-59.6% | $74,184-67.3% | $55,167-56.0% |
| Participation rate | 65.3% | 74.2%-8.9pp | 76.6%-11.4pp | 69.0%-3.7pp |
| Annual return | 10.38% | 10.00%+0.4pp | 17.74%-7.4pp | 169.23%-158.9pp |
| Employer contribution / active EE | $1,232 | $1,600-23.0% | $2,370-48.0% | $1,963-37.2% |
| Participant deferral / active EE | $1,997 | $2,973-32.8% | $3,550-43.7% | $3,054-34.6% |
| Admin fee / account holder | $17 | $419-95.8% | $5,586-99.7% | $504-96.5% |