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 | $63,714 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,908 | $52,188-65.7% | $86,640-79.3% | $74,460-75.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 13.01% | 44.46%-31.5pp | 592.52%-579.5pp | 34.38%-21.4pp |
| Employer contribution / active EE | $2,851 | $2,282+24.9% | $3,024-5.7% | $2,638+8.1% |
| Participant deferral / active EE | $2,047 | $3,383-39.5% | $4,438-53.9% | $4,530-54.8% |
| Admin fee / account holder | $51 | $319-83.9% | $5,616-99.1% | $348-85.3% |