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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSURANCE & ANNUITY CO Service code 27 | Advisory (Plan) | $3,851 |
MORNINGSTAR2+ years Filed as: MORNININGSTAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,227 | $46,732-24.6% | $156,551-77.5% | $55,167-36.1% |
| Participation rate | 83.9% | 65.8%+18.1pp | 84.0%-0.1pp | 69.0%+14.9pp |
| Annual return | 9.83% | 17.72%-7.9pp | 32.23%-22.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,185 | $2,105-43.7% | $5,501-78.5% | $1,963-39.6% |
| Participant deferral / active EE | $2,701 | $2,204+22.5% | $4,871-44.5% | $3,054-11.6% |
| Admin fee / account holder | $15 | $418-96.4% | $13,028-99.9% | $504-97.0% |