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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,121 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,829 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,457 | $99,957+162.6% | $149,745+75.3% | $73,497+257.1% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.5%+16.2pp | 70.7%+28.0pp |
| Annual return | 19.08% | 53.87%-34.8pp | 276.72%-257.6pp | 28.51%-9.4pp |
| Employer contribution / active EE | $11,852 | $3,191+271.4% | $4,646+155.1% | $2,270+422.1% |
| Participant deferral / active EE | $8,255 | $6,073+35.9% | $6,843+20.6% | $3,740+120.7% |
| Admin fee / account holder | $40 | $551-92.8% | $9,312-99.6% | $513-92.2% |