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| Provider | Service type | Compensation |
|---|---|---|
WHITTLESEY PC1 year Service code 99 · EIN 06-0903326 | Other Fees | $3,246 |
Service code 99 · EIN 47-3675492 | Other Fees | $2,690 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,354 | $80,781-42.6% | $102,437-54.7% | $74,478-37.8% |
| Participation rate | 77.4% | 65.7%+11.8pp | 74.5%+2.9pp | 67.2%+10.2pp |
| Annual return | 11.21% | 27.58%-16.4pp | 24.95%-13.7pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $13,711 | $3,160+333.9% | $3,871+254.2% | $2,626+422.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $112 | $2,372-95.3% | $8,388-98.7% | $1,946-94.3% |