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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $5,531 |
Service code 27 | Advisory (Plan) | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,145 | $155,795-88.4% | $136,298-86.7% | $69,631-73.9% |
| Participation rate | 36.0% | 75.2%-39.2pp | 81.9%-45.9pp | 70.7%-34.7pp |
| Annual return | 15.11% | 232464.33%-232449.2pp | 5156.27%-5141.2pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $531 | $2,991-82.3% | $4,696-88.7% | $2,032-73.9% |
| Participant deferral / active EE | $820 | $5,394-84.8% | $6,247-86.9% | $3,224-74.6% |
| Admin fee / account holder | $37 | $128-71.4% | $9,244-99.6% | $110-66.8% |