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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 | Advisory (Plan) | $6,880 |
Service code 49 25 MERCHANT STREET · CINCINNATI, OH 45246 | Other Services | $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.
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 | $39,024 | $40,386-3.4% | $80,607-51.6% | $74,440-47.6% |
| Participation rate | 11.6% | 47.4%-35.8pp | 67.0%-55.5pp | 70.7%-59.2pp |
| Annual return | 19.68% | 165.00%-145.3pp | 936.11%-916.4pp | 34.37%-14.7pp |
| Employer contribution / active EE | $170 | $1,496-88.6% | $2,724-93.7% | $2,638-93.5% |
| Participant deferral / active EE | $1,443 | $2,670-46.0% | $4,448-67.6% | $4,529-68.1% |
| Admin fee / account holder | $67 | $720-90.6% | $5,379-98.7% | $348-80.6% |