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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $239 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY CO · HARTFORD, CT 061990067 | Advisory (Participants) | $1 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,797 | $52,639-71.9% | $185,117-92.0% | $62,293-76.2% |
| Participation rate | 40.1% | 63.9%-23.7pp | 77.3%-37.1pp | 69.5%-29.4pp |
| Annual return | 9.40% | 19.57%-10.2pp | 40.50%-31.1pp | 28.90%-19.5pp |
| Employer contribution / active EE | $858 | $1,483-42.1% | $4,182-79.5% | $2,042-58.0% |
| Participant deferral / active EE | $1,564 | $3,097-49.5% | $5,045-69.0% | $3,169-50.6% |
| Admin fee / account holder | $40 | $374-89.3% | $8,159-99.5% | $479-91.7% |