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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6 years Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $226 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,177 | $61,356-45.9% | $149,696-77.8% | $71,511-53.6% |
| Participation rate | 39.4% | 62.5%-23.1pp | 78.8%-39.4pp | 67.9%-28.5pp |
| Annual return | 12.15% | 35.86%-23.7pp | 134.46%-122.3pp | 28.86%-16.7pp |
| Employer contribution / active EE | $837 | $2,382-64.9% | $4,821-82.6% | $2,589-67.7% |
| Participant deferral / active EE | $1,504 | $2,920-48.5% | $5,682-73.5% | $4,291-64.9% |
| Admin fee / account holder | $12 | $1,263-99.0% | $13,212-99.9% | $1,588-99.2% |