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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR AND ANNUITY C Service code 26 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $12,854 | $46,732-72.5% | $156,551-91.8% | $55,167-76.7% |
| Participation rate | 90.4% | 65.8%+24.6pp | 84.0%+6.4pp | 69.0%+21.4pp |
| Annual return | 5.05% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $989 | $2,105-53.0% | $5,501-82.0% | $1,963-49.6% |
| Participant deferral / active EE | $929 | $2,204-57.8% | $4,871-80.9% | $3,054-69.6% |
| Admin fee / account holder | $65 | $418-84.4% | $13,028-99.5% | $504-87.0% |