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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 | $14,612 | $62,928-76.8% | $172,752-91.5% | $67,579-78.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 4.77% | 30.36%-25.6pp | 802.97%-798.2pp | 378.56%-373.8pp |
| Employer contribution / active EE | $1,048 | $1,636-35.9% | $5,144-79.6% | $2,148-51.2% |
| Participant deferral / active EE | $1,216 | $2,145-43.3% | $5,198-76.6% | $3,539-65.6% |
| Admin fee / account holder | $4 | $167-97.8% | $13,955-100.0% | $142-97.4% |