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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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.
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 | $34,375 | $52,467-34.5% | $57,196-39.9% | $55,167-37.7% |
| Participation rate | 17.5% | 75.8%-58.4pp | 75.3%-57.9pp | 69.0%-51.5pp |
| Annual return | 6.59% | 7.72%-1.1pp | 14.59%-8.0pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $637 | $2,830-77.5% | $3,096-79.4% | $3,054-79.2% |
| Admin fee / account holder | $24 | $269-91.2% | $3,141-99.2% | $504-95.3% |