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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $269 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,210 | $57,108-50.6% | $94,224-70.1% | $52,331-46.1% |
| Participation rate | 28.3% | 72.9%-44.7pp | 78.8%-50.5pp | 68.1%-39.8pp |
| Annual return | -0.04% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $481 | $1,735-72.3% | $3,587-86.6% | $1,882-74.4% |
| Participant deferral / active EE | $1,008 | $3,040-66.8% | $4,320-76.7% | $3,022-66.7% |
| Admin fee / account holder | $15 | $546-97.2% | $6,269-99.8% | $592-97.4% |