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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENTINSURANCE & ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,489 | $52,961-27.3% | $172,752-77.7% | $65,185-41.0% |
| Participation rate | 62.6% | 66.2%-3.6pp | 82.6%-20.1pp | 70.2%-7.6pp |
| Annual return | 16.52% | 30.12%-13.6pp | 802.97%-786.5pp | 29.38%-12.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $798 | $2,471-67.7% | $5,198-84.7% | $3,514-77.3% |
| Admin fee / account holder | $10 | $472-97.9% | $13,955-99.9% | $847-98.8% |