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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $47,147 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 2929 ALLEN PKWY · HOUSTON, TX 77019 | Securities Custodian | $5,426 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,247 | $55,472-23.8% | $155,567-72.8% | $74,546-43.3% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.7pp | 67.2%-10.7pp |
| Annual return | 11.53% | 268.72%-257.2pp | 64.74%-53.2pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,510 | $2,269-33.4% | $4,674-67.7% | $2,624-42.5% |
| Participant deferral / active EE | $2,652 | $2,838-6.6% | $5,628-52.9% | $4,347-39.0% |
| Admin fee / account holder | $325 | $1,743-81.4% | $15,916-98.0% | $1,944-83.3% |