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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 1110 N. MOUNTAIN RD. · HARRISBURG, PA 17112 | Other Services | $8,844 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,807 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,034 | $79,449+53.6% | $189,597-35.6% | $85,851+42.1% |
| Participation rate | 59.3% | 66.0%-6.7pp | 78.4%-19.1pp | 69.3%-10.0pp |
| Annual return | 10.80% | 18.45%-7.7pp | 64.20%-53.4pp | 318.63%-307.8pp |
| Employer contribution / active EE | $2,422 | $2,081+16.4% | $4,412-45.1% | $2,565-5.6% |
| Participant deferral / active EE | $4,873 | $4,051+20.3% | $6,174-21.1% | $3,952+23.3% |
| Admin fee / account holder | $59 | $5,377-98.9% | $9,807-99.4% | $6,261-99.1% |