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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUARNCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,656 | $30,107-4.8% | $61,501-53.4% | $64,824-55.8% |
| Participation rate | 30.4% | 36.4%-6.0pp | 52.6%-22.2pp | 71.5%-41.1pp |
| Annual return | -15.62% | -13.99%-1.6pp | 339.04%-354.7pp | 32.84%-48.5pp |
| Employer contribution / active EE | $799 | $537+48.8% | $1,160-31.1% | $2,507-68.1% |
| Participant deferral / active EE | $1,412 | $1,126+25.4% | $2,125-33.6% | $4,311-67.3% |
| Admin fee / account holder | $20 | $148-86.6% | $2,132-99.1% | $188-89.4% |