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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 60 · EIN 71-0294708 | Sub-TA Fees | $4,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,122 | $72,770-21.5% | $67,653-15.6% | $55,191+3.5% |
| Participation rate | 36.9% | 78.8%-41.8pp | 75.7%-38.7pp | 69.2%-32.2pp |
| Annual return | 0.90% | -3.26%+4.2pp | 6625.22%-6624.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $379 | $1,769-78.6% | $2,266-83.3% | $1,899-80.0% |
| Participant deferral / active EE | $3,560 | $3,408+4.5% | $3,5600% | $3,046+16.9% |
| Admin fee / account holder | $17 | $79-78.3% | $4,821-99.6% | $91-81.2% |