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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,094 | $47,977-89.4% | $154,111-96.7% | $56,287-91.0% |
| Participation rate | 96.9% | 66.2%+30.8pp | 83.0%+13.9pp | 69.9%+27.1pp |
| Annual return | -16.76% | 3.54%-20.3pp | 735.18%-751.9pp | -9.96%-6.8pp |
| Employer contribution / active EE | $1,648 | $2,169-24.0% | $5,298-68.9% | $2,111-21.9% |
| Participant deferral / active EE | $2,126 | $2,392-11.1% | $5,081-58.1% | $3,350-36.5% |
| Admin fee / account holder | $27 | $438-93.8% | $13,411-99.8% | $521-94.8% |