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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $71,159 |
Service code 27 | Advisory (Plan) | $71,159 |
Filed as: VOYA RETOREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $207,252 | $75,388+174.9% | $123,553+67.7% | $55,727+271.9% |
| Participation rate | 88.9% | 75.7%+13.3pp | 82.3%+6.6pp | 70.9%+18.1pp |
| Annual return | -4.87% | 4.48%-9.3pp | 119.21%-124.1pp | 244.94%-249.8pp |
| Employer contribution / active EE | $5,753 | $3,063+87.8% | $4,628+24.3% | $2,078+176.8% |
| Participant deferral / active EE | $12,501 | $5,651+121.2% | $6,426+94.5% | $3,356+272.5% |
| Admin fee / account holder | $17 | $120-86.2% | $9,284-99.8% | $115-85.7% |