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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY COMPANY · NEW YORK, NY 10169 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,947 | $48,313-40.1% | $73,309-60.5% | $52,331-44.7% |
| Participation rate | 66.7% | 68.6%-1.9pp | 74.9%-8.2pp | 68.1%-1.4pp |
| Annual return | -1.20% | 3.85%-5.0pp | 5.67%-6.9pp | 4.54%-5.7pp |
| Employer contribution / active EE | $3,252 | $1,661+95.8% | $3,237+0.4% | $1,882+72.8% |
| Participant deferral / active EE | $5,509 | $4,189+31.5% | $4,991+10.4% | $3,022+82.3% |
| Admin fee / account holder | $23 | $404-94.2% | $5,635-99.6% | $592-96.1% |