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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 | Other Services | $957 |
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.
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 | $17,372 | $26,137-33.5% | $58,561-70.3% | $74,460-76.7% |
| Participation rate | 20.7% | 32.2%-11.4pp | 50.9%-30.1pp | 70.7%-50.0pp |
| Annual return | 12.46% | 32.53%-20.1pp | 4251.33%-4238.9pp | 34.38%-21.9pp |
| Employer contribution / active EE | $431 | $537-19.8% | $1,053-59.1% | $2,638-83.7% |
| Participant deferral / active EE | $572 | $1,076-46.8% | $1,923-70.3% | $4,530-87.4% |
| Admin fee / account holder | $46 | $648-93.0% | $2,520-98.2% | $348-86.9% |