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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,649 | $46,360-27.4% | $147,618-77.2% | $52,331-35.7% |
| Participation rate | 80.9% | 64.9%+16.0pp | 84.6%-3.7pp | 68.1%+12.8pp |
| Annual return | 1.78% | 1.62%+0.2pp | 61.98%-60.2pp | 4.54%-2.8pp |
| Employer contribution / active EE | $864 | $2,126-59.4% | $5,565-84.5% | $1,882-54.1% |
| Participant deferral / active EE | $3,209 | $2,258+42.2% | $4,895-34.4% | $3,022+6.2% |
| Admin fee / account holder | $1 | $766-99.8% | $11,612-100.0% | $592-99.8% |