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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA LIFE INSURANCE COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,007 | $63,114-84.1% | $92,915-89.2% | $65,186-84.6% |
| Participation rate | 64.1% | 68.8%-4.7pp | 76.0%-12.0pp | 70.2%-6.1pp |
| Annual return | 32.24% | 28.75%+3.5pp | 109.45%-77.2pp | 29.39%+2.9pp |
| Employer contribution / active EE | $1,126 | $2,571-56.2% | $3,653-69.2% | $2,177-48.3% |
| Participant deferral / active EE | $2,783 | $3,108-10.5% | $4,238-34.3% | $3,514-20.8% |
| Admin fee / account holder | $27 | $624-95.6% | $5,796-99.5% | $847-96.8% |