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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3300591 | Advisory (Participants) | $541 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $541 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,291 | $75,183-79.7% | $123,894-87.7% | $55,167-72.3% |
| Participation rate | 66.7% | 72.8%-6.2pp | 81.4%-14.7pp | 69.0%-2.3pp |
| Annual return | 16.30% | 19.01%-2.7pp | 47.52%-31.2pp | 169.23%-152.9pp |
| Employer contribution / active EE | $957 | $2,823-66.1% | $4,617-79.3% | $1,963-51.2% |
| Participant deferral / active EE | $2,231 | $5,084-56.1% | $5,984-62.7% | $3,054-26.9% |
| Admin fee / account holder | $19 | $663-97.2% | $8,357-99.8% | $504-96.3% |