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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,263 |
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 | $25,887 | $55,437-53.3% | $155,534-83.4% | $74,459-65.2% |
| Participation rate | 89.1% | 61.9%+27.2pp | 78.2%+10.8pp | 67.2%+21.8pp |
| Annual return | 12.31% | 269.58%-257.3pp | 64.92%-52.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,147 | $2,837+10.9% | $5,630-44.1% | $4,350-27.6% |
| Admin fee / account holder | $24 | $1,742-98.6% | $15,900-99.8% | $1,945-98.8% |