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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,051 |
Service code 27 | Advisory (Plan) | $8,051 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,333 | $37,196-23.8% | $154,114-81.6% | $55,725-49.2% |
| Participation rate | 60.9% | 64.1%-3.2pp | 83.0%-22.1pp | 70.9%-10.0pp |
| Annual return | -3.16% | 1319.68%-1322.8pp | 735.16%-738.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $3,295 | $1,614+104.1% | $5,298-37.8% | $2,078+58.6% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $102-95.2% | $13,411-100.0% | $115-95.8% |