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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3300915 | Advisory (Participants) | $225 |
Filed as: VOYA RETIREMTINS. AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,799 | $74,089-47.6% | $133,980-71.0% | $55,167-29.7% |
| Participation rate | 84.3% | 84.3%0pp | 87.1%-2.8pp | 69.0%+15.3pp |
| Annual return | 7.36% | 12.11%-4.8pp | 29.30%-21.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $433 | $3,064-85.9% | $5,211-91.7% | $1,963-77.9% |
| Participant deferral / active EE | $3,683 | $4,678-21.3% | $6,282-41.4% | $3,054+20.6% |
| Admin fee / account holder | $22 | $458-95.1% | $9,324-99.8% | $504-95.5% |