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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT AND INSURANCE ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,764 | $52,884-85.3% | $84,753-90.8% | $55,167-85.9% |
| Participation rate | 38.0% | 67.5%-29.6pp | 76.6%-38.6pp | 69.0%-31.0pp |
| Annual return | 82.34% | 18.03%+64.3pp | 22.78%+59.6pp | 169.23%-86.9pp |
| Employer contribution / active EE | $750 | $2,233-66.4% | $3,574-79.0% | $1,963-61.8% |
| Participant deferral / active EE | $1,822 | $2,644-31.1% | $3,712-50.9% | $3,054-40.3% |
| Admin fee / account holder | $18 | $581-96.8% | $5,333-99.7% | $504-96.4% |