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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,578 |
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.
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 | $22,870 | $53,165-57.0% | $86,216-73.5% | $74,460-69.3% |
| Participation rate | 67.7% | 64.9%+2.8pp | 69.0%-1.3pp | 70.7%-3.1pp |
| Annual return | -0.56% | 22.64%-23.2pp | 1169.42%-1170.0pp | 34.38%-34.9pp |
| Employer contribution / active EE | $2,278 | $1,210+88.3% | $2,382-4.3% | $2,638-13.6% |
| Participant deferral / active EE | $4,257 | $3,234+31.6% | $3,986+6.8% | $4,530-6.0% |
| Admin fee / account holder | $10 | $551-98.3% | $6,853-99.9% | $348-97.3% |