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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $19,339 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,714 |
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 | $167,474 | $80,753+107.4% | $136,298+22.9% | $62,293+168.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.59% | 35.83%-17.2pp | 5156.27%-5137.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $11,359 | $2,884+293.9% | $4,696+141.9% | $2,042+456.2% |
| Participant deferral / active EE | $7,987 | $5,164+54.7% | $6,247+27.8% | $3,169+152.0% |
| Admin fee / account holder | $30 | $525-94.4% | $9,244-99.7% | $479-93.8% |