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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 | $38,165-41.2% | $189,758-88.2% | $69,255-67.6% |
| Participation rate | 99.7% | 66.7%+33.0pp | 79.8%+19.9pp | 69.0%+30.6pp |
| Annual return | 5.97% | 14.65%-8.7pp | 52.62%-46.7pp | 26.73%-20.8pp |
| Employer contribution / active EE | $1,549 | $1,589-2.5% | $4,767-67.5% | $2,645-41.4% |
| Participant deferral / active EE | $1,555 | $2,073-25.0% | $5,856-73.4% | $2,890-46.2% |
| Admin fee / account holder | $6 | $714-99.2% | $20,388-100.0% | $733-99.2% |