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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,605 | $52,953-42.2% | $172,739-82.3% | $65,185-53.0% |
| Participation rate | 8.6% | 66.2%-57.6pp | 82.6%-74.0pp | 70.2%-61.6pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $224 | $2,471-90.9% | $5,198-95.7% | $3,514-93.6% |
| Admin fee / account holder | $3 | $472-99.4% | $13,954-100.0% | $847-99.7% |