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 | $54,825 |
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 | $14,309 | $47,766-70.0% | $82,744-82.7% | $64,819-77.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -14.82% | -13.06%-1.8pp | 702.22%-717.0pp | 32.84%-47.7pp |
| Employer contribution / active EE | $2,553 | $2,182+17.0% | $3,008-15.1% | $2,507+1.9% |
| Participant deferral / active EE | $1,690 | $3,332-49.3% | $4,395-61.6% | $4,311-60.8% |
| Admin fee / account holder | $45 | $143-68.2% | $5,325-99.1% | $188-75.8% |