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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANN CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,414 | $84,236-86.5% | $170,435-93.3% | $70,126-83.7% |
| Participation rate | 67.7% | 70.8%-3.1pp | 83.6%-15.9pp | 69.5%-1.8pp |
| Annual return | 14.51% | 23.06%-8.6pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $522 | $3,387-84.6% | $5,432-90.4% | $2,343-77.7% |
| Participant deferral / active EE | $1,670 | $3,086-45.9% | $4,939-66.2% | $3,332-49.9% |
| Admin fee / account holder | $43 | $5,698-99.2% | $13,881-99.7% | $4,645-99.1% |