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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $193 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,210 | $36,767-42.3% | $81,473-74.0% | $62,293-66.0% |
| Participation rate | 21.8% | 54.4%-32.6pp | 68.0%-46.1pp | 69.5%-47.7pp |
| Annual return | 23.36% | 173.80%-150.4pp | 38.78%-15.4pp | 28.90%-5.5pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,429 | $2,111+62.5% | $3,537-3.0% | $3,169+8.2% |
| Admin fee / account holder | $30 | $797-96.3% | $4,561-99.3% | $479-93.8% |