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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 49 | Other Services | $4,368 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,407 | $62,146-83.3% | $81,438-87.2% | $74,546-86.0% |
| Participation rate | 59.1% | 64.1%-4.9pp | 69.5%-10.4pp | 67.2%-8.1pp |
| Annual return | 16.18% | 16.49%-0.3pp | 24.74%-8.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,460-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,453 | $3,229+37.9% | $3,883+14.7% | $4,347+2.4% |
| Admin fee / account holder | $99 | $1,922-94.8% | $5,764-98.3% | $1,944-94.9% |