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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $329 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,350 | $66,528-48.4% | $86,625-60.3% | $86,821-60.4% |
| Participation rate | 18.4% | 72.4%-54.0pp | 71.6%-53.3pp | 72.3%-53.9pp |
| Annual return | 12.45% | 19.56%-7.1pp | 63.52%-51.1pp | 97.94%-85.5pp |
| Employer contribution / active EE | $0 | $2,007-100.0% | $2,496-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $344 | $3,240-89.4% | $3,700-90.7% | $4,132-91.7% |
| Admin fee / account holder | $3 | $148-97.7% | $5,830-99.9% | $170-98.0% |