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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,334 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $21,710 | $68,408-68.3% | $57,196-62.0% | $57,658-62.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 7.54% | 8.51%-1.0pp | 14.59%-7.1pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,626 | $2,869-43.3% | $2,683-39.4% | $1,974-17.6% |
| Participant deferral / active EE | $2,065 | $2,903-28.9% | $3,096-33.3% | $3,061-32.5% |
| Admin fee / account holder | $29 | $70-57.7% | $3,141-99.1% | $95-68.8% |