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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,232 | $76,696-82.7% | $96,538-86.3% | $71,529-81.5% |
| Participation rate | 38.2% | 66.6%-28.4pp | 74.3%-36.2pp | 67.9%-29.8pp |
| Annual return | 15.33% | 48.32%-33.0pp | 35.74%-20.4pp | 28.97%-13.6pp |
| Employer contribution / active EE | $880 | $3,032-71.0% | $3,740-76.5% | $2,590-66.0% |
| Participant deferral / active EE | $1,756 | $3,770-53.4% | $4,880-64.0% | $4,291-59.1% |
| Admin fee / account holder | $14 | $2,030-99.3% | $6,737-99.8% | $1,588-99.1% |