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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,111 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,214 | $67,166-69.9% | $57,356-64.8% | $55,191-63.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | -0.97% | 4.22%-5.2pp | 24.41%-25.4pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,458 | $2,812-48.2% | $2,689-45.8% | $1,899-23.2% |
| Participant deferral / active EE | $1,896 | $2,835-33.1% | $3,162-40.0% | $3,046-37.8% |
| Admin fee / account holder | $32 | $44-27.3% | $3,357-99.1% | $91-65.1% |