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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $23,702 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $16,377 |
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 | $180,015 | $73,102+146.3% | $123,553+45.7% | $56,289+219.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 4.27% | 3.01%+1.3pp | 119.21%-114.9pp | -9.96%+14.2pp |
| Employer contribution / active EE | $11,970 | $2,977+302.1% | $4,628+158.6% | $2,111+467.0% |
| Participant deferral / active EE | $9,053 | $5,423+66.9% | $6,426+40.9% | $3,350+170.2% |
| Admin fee / account holder | $38 | $554-93.1% | $9,284-99.6% | $521-92.7% |