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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $292 |
Filed as: VOYA RETIREMENT INS AND 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,785 | $38,365-27.6% | $84,611-67.2% | $65,185-57.4% |
| Participation rate | 52.7% | 55.7%-3.0pp | 68.2%-15.6pp | 70.2%-17.5pp |
| Annual return | 15.30% | 32.00%-16.7pp | 258.74%-243.4pp | 29.38%-14.1pp |
| Employer contribution / active EE | $426 | $1,258-66.1% | $2,652-83.9% | $2,177-80.4% |
| Participant deferral / active EE | $2,058 | $2,278-9.7% | $3,899-47.2% | $3,514-41.4% |
| Admin fee / account holder | $43 | $451-90.4% | $4,912-99.1% | $847-94.9% |