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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,700 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,407 | $73,638-60.1% | $95,952-69.4% | $73,488-60.0% |
| Participation rate | 63.0% | 76.2%-13.2pp | 77.1%-14.1pp | 70.7%-7.7pp |
| Annual return | 11.60% | 16.78%-5.2pp | 91.61%-80.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $528 | $1,863-71.6% | $2,541-79.2% | $2,270-76.7% |
| Participant deferral / active EE | $1,722 | $3,617-52.4% | $4,167-58.7% | $3,740-54.0% |
| Admin fee / account holder | $14 | $482-97.1% | $6,795-99.8% | $513-97.3% |