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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSURANCE & ANNUITY CO. Service code 60 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,380 | $33,745-30.7% | $64,105-63.5% | $55,191-57.6% |
| Participation rate | 26.0% | 59.4%-33.3pp | 68.2%-42.1pp | 69.2%-43.1pp |
| Annual return | -0.61% | 4.95%-5.6pp | 791.24%-791.9pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $996 | $1,929-48.4% | $2,822-64.7% | $3,046-67.3% |
| Admin fee / account holder | $3 | $94-97.1% | $4,499-99.9% | $91-97.0% |