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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 | Other Services | $974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,656 | $30,086-51.3% | $61,399-76.1% | $64,814-77.4% |
| Participation rate | 31.3% | 36.4%-5.1pp | 52.6%-21.3pp | 71.5%-40.2pp |
| Annual return | -16.38% | -13.99%-2.4pp | 338.81%-355.2pp | 32.84%-49.2pp |
| Employer contribution / active EE | $527 | $536-1.8% | $1,159-54.6% | $2,507-79.0% |
| Participant deferral / active EE | $593 | $1,126-47.3% | $2,124-72.1% | $4,310-86.2% |
| Admin fee / account holder | $25 | $148-83.2% | $2,131-98.8% | $188-86.7% |