Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIRE INSURANCE & ANNUITY CO. Service code 55 · EIN 71-0294708 | Other Commissions | $53,707 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $5,348 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,466 | $58,344-75.2% | $98,477-85.3% | $86,813-83.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 8.80% | 43.47%-34.7pp | 1493.59%-1484.8pp | 97.93%-89.1pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,178 | $3,156-62.7% | $4,276-72.5% | $4,131-71.5% |
| Admin fee / account holder | $53 | $138-61.8% | $5,951-99.1% | $170-69.0% |