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| Provider | Service type | Compensation |
|---|---|---|
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,526 | $36,916-63.4% | $156,551-91.4% | $57,658-76.5% |
| Participation rate | 99.6% | 63.4%+36.2pp | 84.0%+15.6pp | 70.2%+29.4pp |
| Annual return | 1.18% | 12.38%-11.2pp | 32.23%-31.0pp | 5.13%-3.9pp |
| Employer contribution / active EE | $898 | $1,571-42.9% | $5,501-83.7% | $1,974-54.5% |
| Participant deferral / active EE | $819 | $1,926-57.4% | $4,871-83.2% | $3,061-73.2% |
| Admin fee / account holder | $3 | $82-96.0% | $13,028-100.0% | $95-96.5% |