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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 | $27,034 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,570 | $61,156-7.5% | $185,823-69.6% | $79,386-28.7% |
| Participation rate | 59.1% | 66.6%-7.5pp | 81.7%-22.6pp | 70.7%-11.6pp |
| Annual return | 11.18% | 19.45%-8.3pp | 122.05%-110.9pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,501 | $2,321-35.3% | $5,167-71.0% | $2,427-38.2% |
| Participant deferral / active EE | $3,004 | $2,789+7.7% | $5,568-46.0% | $4,046-25.7% |
| Admin fee / account holder | $80 | $710-88.8% | $16,237-99.5% | $626-87.3% |