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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $64,260 | $69,159-7.1% | $125,195-48.7% | $67,582-4.9% |
| Participation rate | 24.6% | 78.2%-53.6pp | 79.8%-55.2pp | 71.3%-46.7pp |
| Annual return | 19.14% | 27.12%-8.0pp | 43.79%-24.6pp | 378.57%-359.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,866-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,245 | $3,700-66.3% | $4,937-74.8% | $3,539-64.8% |
| Admin fee / account holder | $33 | $142-76.4% | $9,704-99.7% | $142-76.5% |