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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,736 | $57,921-48.7% | $84,753-64.9% | $57,658-48.4% |
| Participation rate | 20.3% | 72.9%-52.7pp | 76.6%-56.3pp | 70.2%-49.9pp |
| Annual return | 7.46% | 10.24%-2.8pp | 22.78%-15.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $717 | $2,598-72.4% | $3,574-79.9% | $1,974-63.7% |
| Participant deferral / active EE | $1,351 | $2,742-50.7% | $3,712-63.6% | $3,061-55.9% |
| Admin fee / account holder | $66 | $130-48.7% | $5,333-98.8% | $95-29.7% |