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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,739 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 | Advisory (Participants) | $343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,494 | $39,859-81.2% | $78,675-90.5% | $57,658-87.0% |
| Participation rate | 51.9% | 66.1%-14.2pp | 73.6%-21.7pp | 70.2%-18.3pp |
| Annual return | 4.43% | 18.96%-14.5pp | 62.19%-57.8pp | 5.13%-0.7pp |
| Employer contribution / active EE | $786 | $1,786-56.0% | $2,850-72.4% | $1,974-60.2% |
| Participant deferral / active EE | $948 | $2,248-57.8% | $3,517-73.0% | $3,061-69.0% |
| Admin fee / account holder | $82 | $76+7.9% | $4,510-98.2% | $95-13.1% |