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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,157 | $73,863+43.7% | $143,797-26.2% | $68,490+55.0% |
| Participation rate | 29.1% | 66.7%-37.6pp | 80.3%-51.2pp | 67.9%-38.8pp |
| Annual return | -10.01% | 0.91%-10.9pp | -0.04%-10.0pp | -7.85%-2.2pp |
| Employer contribution / active EE | $754 | $3,185-76.3% | $4,952-84.8% | $2,597-71.0% |
| Participant deferral / active EE | $1,860 | $3,385-45.1% | $5,638-67.0% | $4,028-53.8% |
| Admin fee / account holder | $47 | $5,756-99.2% | $14,679-99.7% | $5,403-99.1% |