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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) | $282 |
Service code 99 · EIN 30-0708045 | Other Fees | $0 |
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 | $51,825 | $58,655-11.6% | $91,994-43.7% | $65,186-20.5% |
| Participation rate | 77.8% | 75.3%+2.6pp | 78.6%-0.8pp | 70.2%+7.6pp |
| Annual return | 27.48% | 33.92%-6.4pp | 69.04%-41.6pp | 29.39%-1.9pp |
| Employer contribution / active EE | $4,215 | $2,080+102.6% | $3,453+22.1% | $2,177+93.7% |
| Participant deferral / active EE | $7,297 | $5,474+33.3% | $5,924+23.2% | $3,514+107.7% |
| Admin fee / account holder | $34 | $434-92.1% | $7,744-99.6% | $847-96.0% |