Filed December 13, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,263 | $69,383+9.9% | $101,271-24.7% | $73,493+3.8% |
| Participation rate | 61.9% | 68.4%-6.5pp | 75.8%-13.9pp | 70.7%-8.8pp |
| Annual return | 11.55% | 18.46%-6.9pp | 46.48%-34.9pp | 28.51%-17.0pp |
| Employer contribution / active EE | $2,358 | $2,628-10.3% | $3,660-35.6% | $2,270+3.9% |
| Participant deferral / active EE | $4,755 | $3,301+44.0% | $4,371+8.8% | $3,740+27.1% |
| Admin fee / account holder | $239 | $704-66.0% | $5,948-96.0% | $513-53.4% |