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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,449 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,538 | $30,086-88.2% | $61,399-94.2% | $64,814-94.5% |
| Participation rate | 38.6% | 36.4%+2.2pp | 52.6%-14.0pp | 71.5%-32.9pp |
| Annual return | -18.22% | -13.99%-4.2pp | 338.81%-357.0pp | 32.84%-51.1pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $652 | $1,126-42.1% | $2,124-69.3% | $4,310-84.9% |
| Admin fee / account holder | $16 | $148-89.0% | $2,131-99.2% | $188-91.4% |