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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $262 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,928 | $72,277-72.4% | $101,248-80.3% | $79,858-75.0% |
| Participation rate | 96.7% | 68.5%+28.2pp | 75.8%+20.9pp | 69.6%+27.1pp |
| Annual return | 15.73% | 22.30%-6.6pp | 46.47%-30.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,678 | $2,692-37.7% | $3,660-54.2% | $2,471-32.1% |
| Participant deferral / active EE | $5,142 | $3,282+56.7% | $4,370+17.7% | $3,740+37.5% |
| Admin fee / account holder | $8 | $4,400-99.8% | $5,945-99.9% | $5,306-99.8% |