Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR AND ANNUITY C Service code 26 | Advisory (Participants) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,462 | $46,360-75.3% | $147,617-92.2% | $52,331-78.1% |
| Participation rate | 80.5% | 64.9%+15.6pp | 84.6%-4.1pp | 68.1%+12.4pp |
| Annual return | -2.62% | 1.62%-4.2pp | 61.98%-64.6pp | 4.54%-7.2pp |
| Employer contribution / active EE | $984 | $2,126-53.7% | $5,564-82.3% | $1,882-47.7% |
| Participant deferral / active EE | $868 | $2,258-61.6% | $4,895-82.3% | $3,022-71.3% |
| Admin fee / account holder | $69 | $766-91.0% | $11,612-99.4% | $592-88.4% |