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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 P. O. BOX 99067 · HARTFORD, CT 06199 | Advisory (Participants) | $1,320 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,954 | $260,849-87.8% | $105,738-69.8% | $75,289-57.6% |
| Participation rate | 11.6% | 51.6%-39.9pp | 76.3%-64.7pp | 72.4%-60.8pp |
| Annual return | 618.38% | 10.99%+607.4pp | 6.27%+612.1pp | -0.04%+618.4pp |
| Employer contribution / active EE | $0 | $848-100.0% | $3,268-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $424 | $1,553-72.7% | $4,080-89.6% | $3,739-88.7% |
| Admin fee / account holder | $26 | $484-94.5% | $6,913-99.6% | $102-74.2% |