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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 27 | Advisory (Plan) | $7,999 |
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.
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 | $14,572 | $80,177-81.8% | $123,894-88.2% | $57,658-74.7% |
| Participation rate | 63.5% | 74.4%-10.9pp | 81.4%-17.9pp | 70.2%-6.7pp |
| Annual return | 7.86% | 17.90%-10.0pp | 47.52%-39.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,699 | $5,130-66.9% | $5,984-71.6% | $3,061-44.5% |
| Admin fee / account holder | $35 | $106-67.1% | $8,357-99.6% | $95-63.0% |