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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,026 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,180 | $74,552-64.9% | $63,018-58.5% | $69,631-62.4% |
| Participation rate | 62.4% | 78.3%-15.8pp | 74.8%-12.4pp | 70.7%-8.3pp |
| Annual return | 12.52% | 15.77%-3.2pp | 87.62%-75.1pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $1,028 | $2,929-64.9% | $2,761-62.8% | $2,032-49.4% |
| Participant deferral / active EE | $1,465 | $2,974-50.7% | $3,330-56.0% | $3,224-54.6% |
| Admin fee / account holder | $40 | $59-32.4% | $3,601-98.9% | $110-63.6% |