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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUT Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,396 | $64,909-68.6% | $82,313-75.2% | $62,293-67.3% |
| Participation rate | 65.4% | 74.9%-9.5pp | 76.9%-11.5pp | 69.5%-4.1pp |
| Annual return | 29.72% | 21.18%+8.5pp | 25.88%+3.8pp | 28.90%+0.8pp |
| Employer contribution / active EE | $368 | $1,676-78.0% | $2,428-84.8% | $2,042-82.0% |
| Participant deferral / active EE | $1,853 | $3,103-40.3% | $3,706-50.0% | $3,169-41.5% |
| Admin fee / account holder | $24 | $440-94.6% | $5,608-99.6% | $479-95.0% |