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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 | $46,464-51.7% | $150,298-85.1% | $79,634-71.8% |
| Participation rate | 99.7% | 57.0%+42.7pp | 77.8%+21.9pp | 62.5%+37.2pp |
| Annual return | 5.97% | 27.89%-21.9pp | 62.79%-56.8pp | 36.46%-30.5pp |
| Employer contribution / active EE | $1,549 | $1,512+2.5% | $4,154-62.7% | $2,529-38.8% |
| Participant deferral / active EE | $1,555 | $2,157-27.9% | $5,453-71.5% | $3,835-59.4% |
| Admin fee / account holder | $6 | $891-99.3% | $14,116-100.0% | $1,002-99.4% |