Filed October 17, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,666 | $74,024-50.5% | $78,002-53.0% | $57,658-36.4% |
| Participation rate | 99.5% | 79.7%+19.7pp | 75.5%+23.9pp | 70.2%+29.2pp |
| Annual return | 8.75% | 12.14%-3.4pp | 425.99%-417.2pp | 5.13%+3.6pp |
| Employer contribution / active EE | $2,338 | $2,365-1.1% | $2,470-5.3% | $1,974+18.5% |
| Participant deferral / active EE | $4,370 | $3,533+23.7% | $3,497+25.0% | $3,061+42.8% |
| Admin fee / account holder | $13 | $93-86.1% | $5,481-99.8% | $95-86.3% |