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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 15 | Recordkeeping | $0 |
Filed as: VOYA RETIREMENT INSUR &ANNUITY CO Service code 28 | Investment Management | $0 |
Filed as: VOYA RETIRMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,571 | $42,548-16.4% | $74,549-52.3% | $56,287-36.8% |
| Participation rate | 40.3% | 60.5%-20.1pp | 69.1%-28.8pp | 69.9%-29.5pp |
| Annual return | -4.65% | 12.40%-17.1pp | 32.53%-37.2pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,715 | $2,277+19.2% | $3,108-12.7% | $3,350-19.0% |
| Admin fee / account holder | $19 | $467-95.9% | $5,059-99.6% | $521-96.4% |