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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $7,906 | $54,573-85.5% | $90,970-91.3% | $73,493-89.2% |
| Participation rate | 33.8% | 61.2%-27.4pp | 69.0%-35.2pp | 70.7%-36.9pp |
| Annual return | 22.78% | 16.69%+6.1pp | 134.58%-111.8pp | 28.51%-5.7pp |
| Employer contribution / active EE | $2 | $991-99.8% | $2,122-99.9% | $2,270-99.9% |
| Participant deferral / active EE | $1,606 | $2,517-36.2% | $3,373-52.4% | $3,740-57.0% |
| Admin fee / account holder | $17 | $521-96.7% | $5,960-99.7% | $513-96.6% |