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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR AND ANNUITY C Service code 26 | Advisory (Participants) | $1,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,835 | $46,173-72.2% | $170,435-92.5% | $69,631-81.6% |
| Participation rate | 68.1% | 63.9%+4.2pp | 83.6%-15.5pp | 70.7%-2.6pp |
| Annual return | 14.61% | 21.62%-7.0pp | 205.94%-191.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $799 | $1,610-50.4% | $5,432-85.3% | $2,032-60.7% |
| Participant deferral / active EE | $748 | $2,080-64.1% | $4,939-84.9% | $3,224-76.8% |
| Admin fee / account holder | $18 | $116-84.2% | $13,881-99.9% | $110-83.4% |