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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,122 | $54,320-68.5% | $67,652-74.7% | $52,331-67.3% |
| Participation rate | 80.4% | 73.6%+6.8pp | 75.7%+4.7pp | 68.1%+12.3pp |
| Annual return | -1.61% | 6.81%-8.4pp | 6625.04%-6626.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $831 | $1,544-46.1% | $2,266-63.3% | $1,882-55.8% |
| Participant deferral / active EE | $2,144 | $2,950-27.3% | $3,560-39.8% | $3,022-29.1% |
| Admin fee / account holder | $13 | $527-97.5% | $4,821-99.7% | $592-97.8% |