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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $3,462 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,353 | $71,192+28.3% | $117,861-22.5% | $62,293+46.6% |
| Participation rate | 58.0% | 74.2%-16.2pp | 79.7%-21.6pp | 69.5%-11.5pp |
| Annual return | 18.82% | 18.66%+0.2pp | 335.11%-316.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $410 | $1,934-78.8% | $3,786-89.2% | $2,042-79.9% |
| Participant deferral / active EE | $2,051 | $3,189-35.7% | $4,482-54.2% | $3,169-35.3% |
| Admin fee / account holder | $13 | $587-97.9% | $8,021-99.8% | $479-97.4% |