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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA Service code 60 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,431 | $36,002-37.7% | $161,489-86.1% | $64,728-65.3% |
| Participation rate | 99.7% | 57.4%+42.2pp | 78.7%+21.0pp | 57.9%+41.8pp |
| Annual return | 5.97% | 33.93%-28.0pp | 89.72%-83.8pp | 49.38%-43.4pp |
| Employer contribution / active EE | $1,549 | $1,380+12.3% | $4,268-63.7% | $2,243-30.9% |
| Participant deferral / active EE | $1,555 | $1,815-14.3% | $5,630-72.4% | $2,729-43.0% |
| Admin fee / account holder | $6 | $931-99.4% | $16,006-100.0% | $1,145-99.5% |