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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 49 | Other Services | $1,529 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,605 | $79,438-76.6% | $106,554-82.5% | $79,389-76.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 10.67% | 18.27%-7.6pp | 26.80%-16.1pp | 116.89%-106.2pp |
| Employer contribution / active EE | $1,016 | $2,235-54.5% | $2,819-63.9% | $2,428-58.1% |
| Participant deferral / active EE | $2,068 | $3,824-45.9% | $4,398-53.0% | $4,046-48.9% |
| Admin fee / account holder | $28 | $523-94.7% | $7,408-99.6% | $626-95.5% |