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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $254 |
Filed as: VOYA RETOREMENT INSURANCE & ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $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 | $87,011 | $80,753+7.7% | $136,298-36.2% | $62,293+39.7% |
| Participation rate | 99.5% | 73.5%+25.9pp | 81.9%+17.5pp | 69.5%+29.9pp |
| Annual return | 19.06% | 35.83%-16.8pp | 5156.27%-5137.2pp | 28.90%-9.8pp |
| Employer contribution / active EE | $11,717 | $2,884+306.3% | $4,696+149.5% | $2,042+473.7% |
| Participant deferral / active EE | $2,711 | $5,164-47.5% | $6,247-56.6% | $3,169-14.5% |
| Admin fee / account holder | $16 | $525-97.0% | $9,244-99.8% | $479-96.7% |