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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $17,740 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,165 |
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 | $141,778 | $75,183+88.6% | $123,894+14.4% | $55,167+157.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.22% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $8,763 | $2,823+210.4% | $4,617+89.8% | $1,963+346.5% |
| Participant deferral / active EE | $7,422 | $5,084+46.0% | $5,984+24.0% | $3,054+143.0% |
| Admin fee / account holder | $37 | $663-94.4% | $8,357-99.6% | $504-92.7% |