Filed September 11, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,599 | $101,672-64.0% | $147,117-75.1% | $74,478-50.9% |
| Participation rate | 69.9% | 75.5%-5.6pp | 82.2%-12.2pp | 67.2%+2.7pp |
| Annual return | 84.95% | 8757.83%-8672.9pp | 420.54%-335.6pp | 1370.56%-1285.6pp |
| Employer contribution / active EE | $2,843 | $3,813-25.4% | $4,932-42.4% | $2,626+8.3% |
| Participant deferral / active EE | $6,133 | $7,305-16.0% | $8,065-24.0% | $4,350+41.0% |
| Admin fee / account holder | $230 | $1,753-86.9% | $12,993-98.2% | $1,946-88.2% |