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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,396 | $54,590-4.0% | $81,726-35.9% | $73,497-28.7% |
| Participation rate | 9.5% | 68.3%-58.8pp | 72.0%-62.5pp | 70.7%-61.2pp |
| Annual return | 9.87% | 17.74%-7.9pp | 29.49%-19.6pp | 28.51%-18.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,311-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $225 | $2,759-91.8% | $7,108-96.8% | $3,740-94.0% |
| Admin fee / account holder | $349 | $592-41.0% | $5,160-93.2% | $513-31.9% |