Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $42,162 |
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 | $37,875 | $59,140-36.0% | $160,037-76.3% | $66,949-43.4% |
| Participation rate | 89.4% | 68.1%+21.3pp | 78.0%+11.4pp | 69.8%+19.6pp |
| Annual return | -15.68% | -12.25%-3.4pp | 408.95%-424.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,245 | $1,982-37.2% | $4,226-70.5% | $2,545-51.1% |
| Participant deferral / active EE | $3,908 | $4,399-11.2% | $6,184-36.8% | $4,239-7.8% |
| Admin fee / account holder | $118 | $591-80.0% | $8,716-98.6% | $594-80.1% |