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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $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 | $781 | $64,286-98.8% | $90,965-99.1% | $73,412-98.9% |
| Participation rate | 67.6% | 63.6%+4.0pp | 69.0%-1.4pp | 72.2%-4.6pp |
| Annual return | 0.00% | 21.46%-21.5pp | 134.57%-134.6pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $542 | $2,453-77.9% | $3,373-83.9% | $3,806-85.8% |
| Admin fee / account holder | $3 | $287-99.1% | $5,960-100.0% | $158-98.3% |