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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $384 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,122 | $63,114-91.9% | $92,915-94.5% | $65,186-92.1% |
| Participation rate | 77.2% | 68.8%+8.4pp | 76.0%+1.2pp | 70.2%+7.0pp |
| Annual return | 82.64% | 28.75%+53.9pp | 109.45%-26.8pp | 29.39%+53.3pp |
| Employer contribution / active EE | $2,096 | $2,571-18.5% | $3,653-42.6% | $2,177-3.7% |
| Participant deferral / active EE | $1,652 | $3,108-46.8% | $4,238-61.0% | $3,514-53.0% |
| Admin fee / account holder | $8 | $624-98.8% | $5,796-99.9% | $847-99.1% |