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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $21,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $46,842 | $52,293-10.4% | $178,503-73.8% | $73,412-36.2% |
| Participation rate | 68.8% | 65.3%+3.5pp | 81.9%-13.1pp | 72.2%-3.4pp |
| Annual return | 10.89% | 34.75%-23.9pp | 151.12%-140.2pp | 59.30%-48.4pp |
| Employer contribution / active EE | $1,705 | $1,736-1.8% | $5,011-66.0% | $2,234-23.7% |
| Participant deferral / active EE | $2,403 | $2,333+3.0% | $5,202-53.8% | $3,806-36.9% |
| Admin fee / account holder | $59 | $127-53.7% | $13,987-99.6% | $158-62.7% |