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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY CO. · HARTFORD, CT 061990067 | Advisory (Participants) | $6,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,069 | $50,637+18.6% | $86,582-30.6% | $62,293-3.6% |
| Participation rate | 67.1% | 67.9%-0.8pp | 73.5%-6.5pp | 69.5%-2.4pp |
| Annual return | 16.94% | 20.80%-3.9pp | 965.08%-948.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $255 | $2,075-87.7% | $2,839-91.0% | $2,042-87.5% |
| Participant deferral / active EE | $2,018 | $2,611-22.7% | $3,609-44.1% | $3,169-36.3% |
| Admin fee / account holder | $222 | $413-46.4% | $4,904-95.5% | $479-53.7% |