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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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,811 | $37,044-35.7% | $71,796-66.8% | $57,658-58.7% |
| Participation rate | 28.5% | 61.1%-32.6pp | 69.1%-40.6pp | 70.2%-41.8pp |
| Annual return | 4.68% | 12.64%-8.0pp | 78.04%-73.4pp | 5.13%-0.5pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,114 | $1,974-43.6% | $2,794-60.1% | $3,061-63.6% |
| Admin fee / account holder | $2 | $101-98.0% | $4,815-100.0% | $95-97.9% |