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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,597 | $89,652-31.3% | $141,197-56.4% | $65,186-5.5% |
| Participation rate | 88.7% | 74.7%+14.0pp | 82.5%+6.2pp | 70.2%+18.5pp |
| Annual return | 22.41% | 32.79%-10.4pp | 71.41%-49.0pp | 29.39%-7.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,719 | $5,691+18.1% | $6,710+0.1% | $3,514+91.2% |
| Admin fee / account holder | $29 | $569-94.9% | $10,265-99.7% | $847-96.6% |