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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 | Advisory (Plan) | $1,331 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,276 | $37,213-61.6% | $156,551-90.9% | $63,975-77.7% |
| Participation rate | 22.5% | 65.0%-42.5pp | 84.0%-61.5pp | 71.1%-48.6pp |
| Annual return | 0.68% | 47.89%-47.2pp | 32.23%-31.6pp | 48.65%-48.0pp |
| Employer contribution / active EE | $165 | $1,357-87.8% | $5,501-97.0% | $2,182-92.4% |
| Participant deferral / active EE | $608 | $2,070-70.6% | $4,871-87.5% | $3,356-81.9% |
| Admin fee / account holder | $30 | $56-46.8% | $13,028-99.8% | $70-57.5% |