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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 | $80,731-42.6% | $103,374-55.2% | $74,546-37.8% |
| Participation rate | 77.4% | 65.7%+11.8pp | 74.5%+2.9pp | 67.2%+10.2pp |
| Annual return | 11.21% | 27.56%-16.4pp | 24.89%-13.7pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $13,711 | $3,158+334.2% | $3,869+254.3% | $2,624+422.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $112 | $2,369-95.3% | $8,394-98.7% | $1,944-94.3% |