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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $72,914 |
Filed as: VOYA RETIREMENT AND ANNITY COMPANY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,088 | $37,117+32.2% | $147,617-66.7% | $55,191-11.1% |
| Participation rate | 62.8% | 63.6%-0.8pp | 84.6%-21.8pp | 69.2%-6.3pp |
| Annual return | -0.75% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,108 | $1,620-31.6% | $5,564-80.1% | $1,899-41.7% |
| Participant deferral / active EE | $2,133 | $1,985+7.4% | $4,895-56.4% | $3,046-30.0% |
| Admin fee / account holder | $117 | $86+36.3% | $11,612-99.0% | $91+28.5% |