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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 | $22,388 | $48,064-53.4% | $78,778-71.6% | $69,631-67.8% |
| Participation rate | 34.6% | 61.6%-27.0pp | 69.2%-34.6pp | 70.7%-36.1pp |
| Annual return | 12.32% | 21.81%-9.5pp | 35.62%-23.3pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,124 | $2,079-45.9% | $2,958-62.0% | $3,224-65.1% |
| Admin fee / account holder | $2 | $152-98.6% | $5,134-100.0% | $110-98.1% |