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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,846 | $43,423-75.0% | $78,676-86.2% | $55,167-80.3% |
| Participation rate | 62.1% | 68.0%-6.0pp | 73.6%-11.5pp | 69.0%-6.9pp |
| Annual return | 7.95% | 11.53%-3.6pp | 62.19%-54.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $883 | $1,997-55.8% | $2,850-69.0% | $1,963-55.0% |
| Participant deferral / active EE | $1,133 | $2,509-54.8% | $3,517-67.8% | $3,054-62.9% |
| Admin fee / account holder | $24 | $416-94.2% | $4,510-99.5% | $504-95.2% |