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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,118 | $38,969-43.2% | $109,313-79.8% | $55,167-59.9% |
| Participation rate | 48.3% | 58.2%-9.9pp | 71.3%-22.9pp | 69.0%-20.6pp |
| Annual return | 8.15% | 8.26%-0.1pp | 22.07%-13.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $810 | $1,227-34.0% | $3,892-79.2% | $1,963-58.7% |
| Participant deferral / active EE | $1,462 | $2,176-32.8% | $3,166-53.8% | $3,054-52.1% |
| Admin fee / account holder | $11 | $501-97.9% | $5,666-99.8% | $504-97.9% |