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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $14,837 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,312 |
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 | $129,639 | $70,002+85.2% | $115,038+12.7% | $52,331+147.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 1.25% | 4.04%-2.8pp | 26.14%-24.9pp | 4.54%-3.3pp |
| Employer contribution / active EE | $7,856 | $2,715+189.4% | $4,608+70.5% | $1,882+317.5% |
| Participant deferral / active EE | $6,960 | $4,920+41.5% | $6,026+15.5% | $3,022+130.3% |
| Admin fee / account holder | $26 | $566-95.4% | $8,175-99.7% | $592-95.6% |