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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $1,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $6,262,610 | $61,214+10130.6% | $83,327+7415.7% | $56,289+11025.9% |
| Participation rate | 0.0% | 72.6%-72.6pp | 77.8%-77.8pp | 69.9%-69.9pp |
| Annual return | -8.87% | 0.42%-9.3pp | 10.64%-19.5pp | -9.96%+1.1pp |
| Employer contribution / active EE | $2,723 | $1,925+41.4% | $3,379-19.4% | $2,111+29.0% |
| Participant deferral / active EE | $4,120 | $5,091-19.1% | $5,565-26.0% | $3,350+23.0% |
| Admin fee / account holder | $2,937 | $512+474.1% | $7,540-61.1% | $521+463.8% |