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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 | $42,909-47.7% | $152,093-85.3% | $71,012-68.4% |
| Participation rate | 99.7% | 54.7%+45.0pp | 77.8%+21.9pp | 58.6%+41.1pp |
| Annual return | 5.97% | 30.57%-24.6pp | 66.36%-60.4pp | 37.67%-31.7pp |
| Employer contribution / active EE | $1,549 | $1,369+13.1% | $4,175-62.9% | $2,348-34.0% |
| Participant deferral / active EE | $1,555 | $1,904-18.3% | $5,451-71.5% | $3,246-52.1% |
| Admin fee / account holder | $6 | $1,014-99.4% | $14,497-100.0% | $1,167-99.5% |