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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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.
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 | $4,559 | $25,302-82.0% | $74,722-93.9% | $67,579-93.3% |
| Participation rate | 25.9% | 37.8%-12.0pp | 54.5%-28.6pp | 71.3%-45.4pp |
| Annual return | 0.00% | 10291.17%-10291.2pp | 753.11%-753.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $458 | $446+2.6% | $1,084-57.8% | $2,148-78.7% |
| Participant deferral / active EE | $795 | $954-16.6% | $1,963-59.5% | $3,539-77.5% |
| Admin fee / account holder | $21 | $108-80.8% | $3,335-99.4% | $142-85.5% |