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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 | $55,677 | $42,548+30.9% | $74,551-25.3% | $56,289-1.1% |
| Participation rate | 34.9% | 60.5%-25.6pp | 69.1%-34.2pp | 69.9%-34.9pp |
| Annual return | -5.09% | 12.40%-17.5pp | 32.53%-37.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $43 | $855-95.0% | $1,961-97.8% | $2,111-98.0% |
| Participant deferral / active EE | $1,351 | $2,277-40.7% | $3,108-56.5% | $3,350-59.7% |
| Admin fee / account holder | $56 | $467-88.1% | $5,059-98.9% | $521-89.3% |