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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,330 |
Service code 49 · EIN 22-2755716 | Other Services | $0 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 64 · EIN 41-0944586 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,955 | $86,897-60.9% | $151,639-77.6% | $64,819-47.6% |
| Participation rate | 39.8% | 87.3%-47.5pp | 87.5%-47.7pp | 71.5%-31.7pp |
| Annual return | -15.74% | -3.57%-12.2pp | 3.34%-19.1pp | 32.84%-48.6pp |
| Employer contribution / active EE | $772 | $4,010-80.8% | $6,165-87.5% | $2,507-69.2% |
| Participant deferral / active EE | $3,482 | $6,690-47.9% | $8,363-58.4% | $4,311-19.2% |
| Admin fee / account holder | $127 | $153-16.7% | $11,613-98.9% | $188-32.1% |