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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,617 | $79,449-69.0% | $189,575-87.0% | $85,847-71.3% |
| Participation rate | 63.3% | 66.0%-2.7pp | 78.4%-15.2pp | 69.3%-6.1pp |
| Annual return | 14.01% | 18.45%-4.4pp | 64.19%-50.2pp | 318.61%-304.6pp |
| Employer contribution / active EE | $384 | $2,081-81.6% | $4,412-91.3% | $2,565-85.0% |
| Participant deferral / active EE | $1,882 | $4,051-53.5% | $6,174-69.5% | $3,952-52.4% |
| Admin fee / account holder | $22 | $5,377-99.6% | $9,806-99.8% | $6,261-99.6% |