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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT LIFE AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,464 | $86,332-52.0% | $125,180-66.9% | $65,185-36.4% |
| Participation rate | 51.4% | 75.3%-24.0pp | 79.8%-28.4pp | 70.2%-18.8pp |
| Annual return | 19.94% | 27.43%-7.5pp | 43.79%-23.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $881 | $2,040-56.8% | $3,866-77.2% | $2,177-59.5% |
| Participant deferral / active EE | $1,531 | $3,537-56.7% | $4,937-69.0% | $3,514-56.4% |
| Admin fee / account holder | $42 | $609-93.0% | $9,703-99.6% | $847-95.0% |