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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RET INS AND ANN CO Service code 26 · EIN 71-0294708 P O BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,528 | $66,051-73.5% | $92,909-81.1% | $77,775-77.5% |
| Participation rate | 21.2% | 81.0%-59.8pp | 76.0%-54.8pp | 73.2%-52.0pp |
| Annual return | 0.00% | 20.69%-20.7pp | 109.44%-109.4pp | 32.58%-32.6pp |
| Employer contribution / active EE | $799 | $3,426-76.7% | $3,653-78.1% | $2,504-68.1% |
| Participant deferral / active EE | $1,479 | $3,013-50.9% | $4,238-65.1% | $3,966-62.7% |
| Admin fee / account holder | $18 | $148-87.8% | $5,795-99.7% | $100-81.9% |