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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,042 |
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.
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 | $72,721 | $54,590+33.2% | $81,716-11.0% | $73,493-1.0% |
| Participation rate | 35.3% | 68.3%-33.0pp | 72.0%-36.7pp | 70.7%-35.4pp |
| Annual return | 24.41% | 17.74%+6.7pp | 29.49%-5.1pp | 28.51%-4.1pp |
| Employer contribution / active EE | $1,199 | $1,636-26.7% | $4,310-72.2% | $2,270-47.2% |
| Participant deferral / active EE | $2,063 | $2,759-25.2% | $7,108-71.0% | $3,740-44.8% |
| Admin fee / account holder | $66 | $592-88.9% | $5,159-98.7% | $513-87.2% |