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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ING LIFE INSURANCE AND ANNUITY CO Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,163 | $48,364-41.8% | $71,796-60.8% | $62,881-55.2% |
| Participation rate | 52.0% | 60.6%-8.6pp | 69.1%-17.1pp | 69.3%-17.3pp |
| Annual return | 7.05% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $119 | $1,042-88.6% | $1,924-93.8% | $2,281-94.8% |
| Participant deferral / active EE | $3,538 | $2,091+69.2% | $2,794+26.6% | $3,203+10.5% |
| Admin fee / account holder | $19 | $3,771-99.5% | $4,815-99.6% | $4,296-99.6% |