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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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,201 | $54,573-96.0% | $90,970-97.6% | $73,493-97.0% |
| Participation rate | 40.5% | 61.2%-20.7pp | 69.0%-28.5pp | 70.7%-30.2pp |
| Annual return | 0.00% | 16.69%-16.7pp | 134.58%-134.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $851 | $2,517-66.2% | $3,373-74.8% | $3,740-77.2% |
| Admin fee / account holder | $0 | $521-100.0% | $5,960-100.0% | $513-100.0% |