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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 | $66,618 | $54,573+22.1% | $90,970-26.8% | $73,497-9.4% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 70.7%-20.7pp |
| Annual return | 15.43% | 16.69%-1.3pp | 134.60%-119.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $71 | $991-92.8% | $2,122-96.7% | $2,270-96.9% |
| Participant deferral / active EE | $2,026 | $2,517-19.5% | $3,373-39.9% | $3,740-45.8% |
| Admin fee / account holder | $36 | $521-93.1% | $5,961-99.4% | $513-93.0% |