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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $26,565 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,056 | $47,766+11.1% | $82,763-35.9% | $64,824-18.2% |
| Participation rate | 47.9% | 67.7%-19.8pp | 72.6%-24.7pp | 71.5%-23.6pp |
| Annual return | -14.87% | -13.06%-1.8pp | 702.45%-717.3pp | 32.84%-47.7pp |
| Employer contribution / active EE | $1,895 | $2,182-13.1% | $3,008-37.0% | $2,507-24.4% |
| Participant deferral / active EE | $2,236 | $3,332-32.9% | $4,395-49.1% | $4,311-48.1% |
| Admin fee / account holder | $47 | $143-66.9% | $5,325-99.1% | $188-74.8% |