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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,261 | $50,919-9.1% | $155,556-70.3% | $77,762-40.5% |
| Participation rate | 38.9% | 63.1%-24.2pp | 78.2%-39.4pp | 70.6%-31.7pp |
| Annual return | 13.55% | 34.84%-21.3pp | 64.84%-51.3pp | 31.27%-17.7pp |
| Employer contribution / active EE | $248 | $1,991-87.5% | $4,675-94.7% | $2,728-90.9% |
| Participant deferral / active EE | $1,010 | $2,824-64.3% | $5,631-82.1% | $4,651-78.3% |
| Admin fee / account holder | $0 | $437-99.9% | $15,885-100.0% | $433-99.9% |