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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND Service code 27 · EIN 71-0294708 ANNUITY COMPANY · HARTFORD, CT 061990104 | Advisory (Plan) | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,428 | $54,590-79.1% | $81,726-86.0% | $73,497-84.5% |
| Participation rate | 44.7% | 68.3%-23.7pp | 72.0%-27.4pp | 70.7%-26.0pp |
| Annual return | 20.97% | 17.74%+3.2pp | 29.49%-8.5pp | 28.51%-7.5pp |
| Employer contribution / active EE | $913 | $1,636-44.2% | $4,311-78.8% | $2,270-59.8% |
| Participant deferral / active EE | $1,424 | $2,759-48.4% | $7,108-80.0% | $3,740-61.9% |
| Admin fee / account holder | $68 | $592-88.5% | $5,160-98.7% | $513-86.8% |