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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $38 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,187 | $46,697-58.9% | $117,529-83.7% | $68,490-72.0% |
| Participation rate | 35.1% | 56.8%-21.7pp | 70.6%-35.5pp | 67.9%-32.8pp |
| Annual return | -17.15% | -14.52%-2.6pp | 29.77%-46.9pp | -7.85%-9.3pp |
| Employer contribution / active EE | $473 | $1,506-68.6% | $4,179-88.7% | $2,597-81.8% |
| Participant deferral / active EE | $502 | $2,637-81.0% | $4,072-87.7% | $4,028-87.5% |
| Admin fee / account holder | $128 | $4,023-96.8% | $5,645-97.7% | $5,403-97.6% |