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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $266 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $266 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,453 | $70,667-51.2% | $123,106-72.0% | $52,331-34.2% |
| Participation rate | 38.7% | 83.7%-45.0pp | 86.8%-48.0pp | 68.1%-29.4pp |
| Annual return | -0.71% | 6.23%-6.9pp | 13.22%-13.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,015 | $4,493-55.1% | $6,229-67.6% | $3,022-33.3% |
| Admin fee / account holder | $24 | $506-95.2% | $9,015-99.7% | $592-95.9% |