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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 1110 N. MOUNTAIN RD. · HARRISBURG, PA 17112 | Other Services | $5,746 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,057 | $69,012+43.5% | $160,037-38.1% | $68,490+44.6% |
| Participation rate | 51.6% | 65.4%-13.8pp | 78.0%-26.4pp | 67.9%-16.3pp |
| Annual return | -16.96% | -9.65%-7.3pp | 408.95%-425.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,922 | $2,212-13.1% | $4,226-54.5% | $2,597-26.0% |
| Participant deferral / active EE | $3,629 | $4,212-13.8% | $6,184-41.3% | $4,028-9.9% |
| Admin fee / account holder | $62 | $4,798-98.7% | $8,716-99.3% | $5,403-98.8% |