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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $37,515 |
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 | $59,236 | $52,188+13.5% | $86,656-31.6% | $74,473-20.5% |
| Participation rate | 68.8% | 66.3%+2.4pp | 71.7%-2.9pp | 70.7%-2.0pp |
| Annual return | 16.36% | 44.46%-28.1pp | 593.09%-576.7pp | 34.36%-18.0pp |
| Employer contribution / active EE | $2,307 | $2,282+1.1% | $3,025-23.7% | $2,638-12.6% |
| Participant deferral / active EE | $2,542 | $3,383-24.9% | $4,439-42.7% | $4,530-43.9% |
| Admin fee / account holder | $62 | $319-80.6% | $5,619-98.9% | $347-82.2% |