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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 4114 LEGATO RD STE 300 · FIARFAX, VA 22033 | Other Services | $13,412 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,585 | $82,163-25.0% | $125,381-50.9% | $64,819-5.0% |
| Participation rate | 72.6% | 77.9%-5.2pp | 82.4%-9.7pp | 71.5%+1.2pp |
| Annual return | -13.54% | 3.49%-17.0pp | 572.31%-585.8pp | 32.84%-46.4pp |
| Employer contribution / active EE | $3,693 | $3,616+2.1% | $4,815-23.3% | $2,507+47.3% |
| Participant deferral / active EE | $9,532 | $7,175+32.9% | $7,448+28.0% | $4,311+121.1% |
| Admin fee / account holder | $39 | $163-75.9% | $10,007-99.6% | $188-79.0% |