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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 11-1000111 | Other Fees | $14,140 |
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Service code 99 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,281 | $85,135-22.1% | $98,920-33.0% | $73,412-9.7% |
| Participation rate | 73.7% | 81.1%-7.4pp | 76.0%-2.3pp | 72.2%+1.6pp |
| Annual return | 19.10% | 19.14%0pp | 196.47%-177.4pp | 59.30%-40.2pp |
| Employer contribution / active EE | $903 | $2,721-66.8% | $2,689-66.4% | $2,234-59.6% |
| Participant deferral / active EE | $3,263 | $4,349-25.0% | $4,245-23.1% | $3,806-14.3% |
| Admin fee / account holder | $92 | $139-34.2% | $6,643-98.6% | $158-42.0% |