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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $2,150 |
THE BENEFIT PRACTICE1 year Service code 15 · EIN 13-4144565 | Recordkeeping | $225 |
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.
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 | $13,345 | $35,485-62.4% | $74,551-82.1% | $55,725-76.1% |
| Participation rate | 16.6% | 62.5%-45.9pp | 69.1%-52.5pp | 70.9%-54.2pp |
| Annual return | 9.70% | 0.72%+9.0pp | 32.53%-22.8pp | 244.93%-235.2pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,591 | $2,181-27.0% | $3,108-48.8% | $3,356-52.6% |
| Admin fee / account holder | $37 | $114-67.6% | $5,059-99.3% | $115-67.8% |