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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.
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 | $61,966 | $59,220+4.6% | $96,570-35.8% | $79,391-21.9% |
| Participation rate | 48.6% | 61.9%-13.3pp | 69.8%-21.2pp | 70.7%-22.1pp |
| Annual return | 12.33% | 27.08%-14.7pp | 37.79%-25.5pp | 116.88%-104.6pp |
| Employer contribution / active EE | $83 | $1,216-93.2% | $2,357-96.5% | $2,428-96.6% |
| Participant deferral / active EE | $2,433 | $2,948-17.5% | $3,849-36.8% | $4,046-39.9% |
| Admin fee / account holder | $31 | $659-95.4% | $6,182-99.5% | $627-95.1% |