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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $149,008 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $35,640 |
Filed as: VOYA RETIREMENT AND ANNITY COMPANY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $60 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,786 | $37,196+58.0% | $154,108-61.9% | $55,725+5.5% |
| Participation rate | 73.6% | 64.1%+9.5pp | 83.0%-9.5pp | 70.9%+2.7pp |
| Annual return | -4.69% | 1319.68%-1324.4pp | 735.21%-739.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,697 | $1,614+5.1% | $5,298-68.0% | $2,078-18.4% |
| Participant deferral / active EE | $3,210 | $2,068+55.2% | $5,081-36.8% | $3,356-4.3% |
| Admin fee / account holder | $325 | $102+219.7% | $13,411-97.6% | $115+182.0% |