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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RET INS & ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $35 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $17 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,810 | $50,199-88.4% | $70,098-91.7% | $66,930-91.3% |
| Participation rate | 22.2% | 66.3%-44.1pp | 70.5%-48.3pp | 69.8%-47.6pp |
| Annual return | -30.91% | -13.85%-17.1pp | 190.76%-221.7pp | 1.57%-32.5pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,147 | $3,112-63.1% | $3,849-70.2% | $4,238-72.9% |
| Admin fee / account holder | $4 | $600-99.3% | $6,266-99.9% | $593-99.3% |