Filed April 11, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUNITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,814 | $62,561-38.0% | $105,218-63.1% | $52,331-25.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 77.2%+22.8pp | 68.1%+31.9pp |
| Annual return | 2.09% | 8.71%-6.6pp | 5.33%-3.2pp | 4.54%-2.5pp |
| Employer contribution / active EE | $950 | $2,137-55.6% | $3,255-70.8% | $1,882-49.5% |
| Participant deferral / active EE | $1,969 | $3,355-41.3% | $4,867-59.5% | $3,022-34.9% |
| Admin fee / account holder | $31 | $198-84.4% | $6,992-99.6% | $592-94.8% |