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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 56-1721260 | Other Fees | $18,460 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,410 | $45,000-81.3% | $143,799-94.2% | $77,906-89.2% |
| Participation rate | 53.7% | 66.8%-13.1pp | 80.3%-26.6pp | 73.7%-20.0pp |
| Annual return | -19.62% | 29.03%-48.6pp | -0.04%-19.6pp | 12.16%-31.8pp |
| Employer contribution / active EE | $618 | $1,870-66.9% | $4,952-87.5% | $2,846-78.3% |
| Participant deferral / active EE | $1,980 | $3,157-37.3% | $5,638-64.9% | $4,805-58.8% |
| Admin fee / account holder | $86 | $98-12.6% | $14,677-99.4% | $133-35.1% |