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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,261 | $50,815-9.0% | $155,509-70.3% | $77,643-40.4% |
| Participation rate | 38.9% | 63.1%-24.2pp | 78.2%-39.3pp | 70.6%-31.7pp |
| Annual return | 13.55% | 34.80%-21.3pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $248 | $1,993-87.5% | $4,672-94.7% | $2,726-90.9% |
| Participant deferral / active EE | $1,010 | $2,822-64.2% | $5,626-82.1% | $4,647-78.3% |
| Admin fee / account holder | $0 | $437-99.9% | $15,912-100.0% | $430-99.9% |