Filed March 6, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR AND ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $32,161 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,642 | $52,293-94.9% | $178,498-98.5% | $73,412-96.4% |
| Participation rate | 85.2% | 65.3%+19.8pp | 81.9%+3.2pp | 72.2%+13.0pp |
| Annual return | 24.40% | 34.75%-10.4pp | 151.09%-126.7pp | 59.30%-34.9pp |
| Employer contribution / active EE | $672 | $1,735-61.3% | $5,011-86.6% | $2,234-69.9% |
| Participant deferral / active EE | $992 | $2,332-57.4% | $5,202-80.9% | $3,806-73.9% |
| Admin fee / account holder | $98 | $127-23.1% | $13,985-99.3% | $158-38.0% |