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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 | $1,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,002 | $47,977-79.2% | $154,111-93.5% | $56,287-82.2% |
| Participation rate | 50.0% | 66.2%-16.2pp | 83.0%-33.0pp | 69.9%-19.9pp |
| Annual return | -3.35% | 3.54%-6.9pp | 735.18%-738.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $471 | $2,169-78.3% | $5,298-91.1% | $2,111-77.7% |
| Participant deferral / active EE | $756 | $2,392-68.4% | $5,081-85.1% | $3,350-77.4% |
| Admin fee / account holder | $13 | $438-97.1% | $13,411-99.9% | $521-97.6% |