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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $392 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $124 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,198 | $47,078-78.3% | $100,671-89.9% | $55,191-81.5% |
| Participation rate | 56.7% | 58.0%-1.3pp | 70.7%-14.0pp | 69.2%-12.4pp |
| Annual return | -1.20% | 0.65%-1.8pp | 20.43%-21.6pp | 10.78%-12.0pp |
| Employer contribution / active EE | $438 | $1,065-58.9% | $4,012-89.1% | $1,899-76.9% |
| Participant deferral / active EE | $643 | $2,038-68.5% | $3,144-79.6% | $3,046-78.9% |
| Admin fee / account holder | $52 | $153-65.9% | $4,850-98.9% | $91-42.4% |