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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ING LIFE INSURANCE AND ANNUITY CO Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 | Investment Management | $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.
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 | $37,295 | $45,283-17.6% | $155,789-76.1% | $52,331-28.7% |
| Participation rate | 25.7% | 62.2%-36.5pp | 76.1%-50.4pp | 68.1%-42.4pp |
| Annual return | 1.44% | 1.80%-0.4pp | 71.54%-70.1pp | 4.54%-3.1pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,113 | $2,854-61.0% | $4,798-76.8% | $3,022-63.2% |
| Admin fee / account holder | $2 | $981-99.8% | $7,477-100.0% | $592-99.6% |