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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RET.INS & ANNUITY COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $15,474 | $140,592-89.0% | $123,105-87.4% | $125,389-87.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -2.57% | 16.80%-19.4pp | 13.22%-15.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $58,602 | $6,041+870.1% | $5,151+1037.7% | $4,866+1104.3% |
| Participant deferral / active EE | $82,739 | $6,980+1085.3% | $6,229+1228.2% | $5,352+1446.1% |
| Admin fee / account holder | $86 | $11,198-99.2% | $9,014-99.0% | $9,541-99.1% |