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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 | $23,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,991 | $65,125-27.8% | $143,797-67.3% | $66,949-29.8% |
| Participation rate | 58.2% | 65.2%-7.0pp | 80.3%-22.1pp | 69.8%-11.6pp |
| Annual return | -14.22% | -11.13%-3.1pp | -0.04%-14.2pp | 1.57%-15.8pp |
| Employer contribution / active EE | $1,370 | $2,362-42.0% | $4,952-72.3% | $2,545-46.2% |
| Participant deferral / active EE | $2,058 | $2,920-29.5% | $5,638-63.5% | $4,239-51.5% |
| Admin fee / account holder | $70 | $503-86.1% | $14,679-99.5% | $594-88.2% |