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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,140 | $47,163-61.5% | $149,696-87.9% | $74,460-75.6% |
| Participation rate | 99.3% | 63.4%+35.9pp | 78.8%+20.6pp | 70.7%+28.6pp |
| Annual return | -6.62% | 22.75%-29.4pp | 134.46%-141.1pp | 34.38%-41.0pp |
| Employer contribution / active EE | $1,261 | $1,907-33.9% | $4,821-73.8% | $2,638-52.2% |
| Participant deferral / active EE | $1,333 | $2,730-51.2% | $5,682-76.5% | $4,530-70.6% |
| Admin fee / account holder | $5 | $343-98.4% | $13,212-100.0% | $348-98.5% |