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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $160 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,426 | $89,652-85.0% | $141,177-90.5% | $65,185-79.4% |
| Participation rate | 37.6% | 74.7%-37.1pp | 82.5%-44.9pp | 70.2%-32.6pp |
| Annual return | 21.79% | 32.79%-11.0pp | 71.40%-49.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $839 | $3,065-72.6% | $4,736-82.3% | $2,177-61.5% |
| Participant deferral / active EE | $1,163 | $5,691-79.6% | $6,710-82.7% | $3,514-66.9% |
| Admin fee / account holder | $38 | $569-93.3% | $10,263-99.6% | $847-95.5% |