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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $98 |
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 | $8,928 | $69,383-87.1% | $101,275-91.2% | $73,497-87.9% |
| Participation rate | 81.7% | 68.4%+13.3pp | 75.8%+5.8pp | 70.7%+11.0pp |
| Annual return | 15.63% | 18.46%-2.8pp | 46.48%-30.9pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,146 | $2,628-18.3% | $3,660-41.4% | $2,270-5.5% |
| Participant deferral / active EE | $1,735 | $3,301-47.4% | $4,371-60.3% | $3,740-53.6% |
| Admin fee / account holder | $21 | $704-97.1% | $5,948-99.7% | $513-96.0% |