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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $211 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $211 |
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 | $25,857 | $155,795-83.4% | $136,297-81.0% | $69,631-62.9% |
| Participation rate | 94.5% | 75.2%+19.2pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 18.50% | 232464.33%-232445.8pp | 5156.16%-5137.7pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,187 | $2,991-26.9% | $4,696-53.4% | $2,032+7.6% |
| Participant deferral / active EE | $3,597 | $5,394-33.3% | $6,247-42.4% | $3,224+11.6% |
| Admin fee / account holder | $10 | $128-92.5% | $9,244-99.9% | $110-91.3% |