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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 37 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Loan Processing | $468 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,620 | $91,179-80.7% | $178,499-90.1% | $79,852-77.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.92% | 24.19%-7.3pp | 151.10%-134.2pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,166 | $3,256-64.2% | $5,011-76.7% | $2,471-52.8% |
| Participant deferral / active EE | $3,474 | $3,236+7.4% | $5,202-33.2% | $3,740-7.1% |
| Admin fee / account holder | $11 | $6,749-99.8% | $13,986-99.9% | $5,306-99.8% |