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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $79,707 | $99,957-20.3% | $149,745-46.8% | $73,497+8.5% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 13.08% | 53.87%-40.8pp | 276.72%-263.6pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,979 | $3,191-38.0% | $4,646-57.4% | $2,270-12.8% |
| Participant deferral / active EE | $3,850 | $6,073-36.6% | $6,843-43.7% | $3,740+2.9% |
| Admin fee / account holder | $31 | $551-94.4% | $9,312-99.7% | $513-94.0% |