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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RET. INSURANCE&ANNUITY COMPANY Service code 64 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $1,490 |
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 | $11,416 | $52,961-78.4% | $172,755-93.4% | $65,185-82.5% |
| Participation rate | 48.1% | 66.2%-18.1pp | 82.6%-34.5pp | 70.2%-22.1pp |
| Annual return | 15.40% | 30.12%-14.7pp | 802.94%-787.5pp | 29.38%-14.0pp |
| Employer contribution / active EE | $428 | $2,190-80.5% | $5,144-91.7% | $2,177-80.4% |
| Participant deferral / active EE | $908 | $2,471-63.2% | $5,198-82.5% | $3,514-74.2% |
| Admin fee / account holder | $12 | $472-97.4% | $13,955-99.9% | $847-98.6% |