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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $10,033 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,389 |
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 | $217,349 | $89,652+142.4% | $141,197+53.9% | $65,186+233.4% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.5%+15.0pp | 70.2%+27.3pp |
| Annual return | 20.95% | 32.79%-11.8pp | 71.41%-50.5pp | 29.39%-8.4pp |
| Employer contribution / active EE | $12,579 | $3,065+310.5% | $4,736+165.6% | $2,177+477.9% |
| Participant deferral / active EE | $9,255 | $5,691+62.6% | $6,710+37.9% | $3,514+163.4% |
| Admin fee / account holder | $28 | $569-95.0% | $10,265-99.7% | $847-96.6% |