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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3298910 | Advisory (Participants) | $1,771 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $117 |
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 | $22,331 | $75,183-70.3% | $123,894-82.0% | $55,167-59.5% |
| Participation rate | 90.1% | 72.8%+17.3pp | 81.4%+8.7pp | 69.0%+21.1pp |
| Annual return | 8.90% | 19.01%-10.1pp | 47.52%-38.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $2,256 | $2,823-20.1% | $4,617-51.1% | $1,963+15.0% |
| Participant deferral / active EE | $3,222 | $5,084-36.6% | $5,984-46.2% | $3,054+5.5% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.2% |