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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RET. INSURANCE&ANNUITY COMPANY Service code 37 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,021 | $46,360-78.4% | $147,617-93.2% | $52,331-80.9% |
| Participation rate | 47.9% | 64.9%-17.0pp | 84.6%-36.7pp | 68.1%-20.2pp |
| Annual return | 0.25% | 1.62%-1.4pp | 61.98%-61.7pp | 4.54%-4.3pp |
| Employer contribution / active EE | $392 | $2,126-81.6% | $5,564-93.0% | $1,882-79.2% |
| Participant deferral / active EE | $581 | $2,258-74.3% | $4,895-88.1% | $3,022-80.8% |
| Admin fee / account holder | $14 | $766-98.2% | $11,612-99.9% | $592-97.7% |