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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSURANCE AND ANNUITY COMP Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,310 | $51,466-62.5% | $78,778-75.5% | $62,293-69.0% |
| Participation rate | 39.9% | 59.8%-19.9pp | 69.2%-29.3pp | 69.5%-29.7pp |
| Annual return | 13.86% | 19.96%-6.1pp | 35.62%-21.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $415 | $827-49.8% | $1,986-79.1% | $2,042-79.7% |
| Participant deferral / active EE | $886 | $2,147-58.8% | $2,958-70.1% | $3,169-72.1% |
| Admin fee / account holder | $12 | $489-97.5% | $5,134-99.8% | $479-97.4% |