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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 | Advisory (Plan) | $3,430 |
N/A1+ years Service code 27 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANC & ANNUITY 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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,143 | $88,324-86.3% | $115,038-89.4% | $55,191-78.0% |
| Participation rate | 57.9% | 72.5%-14.7pp | 81.4%-23.5pp | 69.2%-11.3pp |
| Annual return | 10.76% | 6.30%+4.5pp | 26.14%-15.4pp | 10.78%0pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,407 | $5,042-72.1% | $6,026-76.7% | $3,046-53.8% |
| Admin fee / account holder | $22 | $105-79.3% | $8,175-99.7% | $91-75.9% |