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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENTINSURANCE AND CO. Service code 60 · EIN 71-0294708 | Sub-TA Fees | $7,642 |
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.
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 | $20,688 | $57,108-63.8% | $94,229-78.0% | $52,331-60.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -1.72% | 1.47%-3.2pp | 10.68%-12.4pp | 4.54%-6.3pp |
| Employer contribution / active EE | $2,521 | $1,735+45.3% | $3,587-29.7% | $1,882+34.0% |
| Participant deferral / active EE | $3,265 | $3,040+7.4% | $4,320-24.4% | $3,022+8.0% |
| Admin fee / account holder | $29 | $546-94.7% | $6,269-99.5% | $592-95.1% |