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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,169 | $89,739-60.8% | $149,721-76.5% | $62,293-43.5% |
| Participation rate | 37.0% | 85.1%-48.1pp | 87.1%-50.1pp | 69.5%-32.5pp |
| Annual return | 57.98% | 21.01%+37.0pp | 1501.67%-1443.7pp | 28.90%+29.1pp |
| Employer contribution / active EE | $408 | $3,233-87.4% | $5,444-92.5% | $2,042-80.0% |
| Participant deferral / active EE | $3,368 | $4,797-29.8% | $6,568-48.7% | $3,169+6.3% |
| Admin fee / account holder | $33 | $551-94.0% | $11,282-99.7% | $479-93.1% |