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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,443 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $8,443 |
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 | $0 | $37,117-100.0% | $147,618-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 63.6%-63.6pp | 84.6%-84.6pp | 69.2%-69.2pp |
| Annual return | 1.23% | 3.44%-2.2pp | 61.98%-60.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,825 | $1,620+12.6% | $5,565-67.2% | $1,899-3.9% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |