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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $4,009 |
Filed as: VOYA RETIRE INS AND 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.
Annual investment return 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).
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 | $60,286 | $31,388+92.1% | $73,550-18.0% | $62,293-3.2% |
| Participation rate | 33.3% | 39.9%-6.5pp | 54.9%-21.6pp | 69.5%-36.2pp |
| Annual return | 12.35% | 25.34%-13.0pp | -15.16%+27.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,639 | $1,028+59.4% | $1,804-9.2% | $3,169-48.3% |
| Admin fee / account holder | $7 | $299-97.7% | $2,320-99.7% | $479-98.6% |