Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 | Other Services | $214,568 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,322 | $53,254-71.2% | $155,574-90.2% | $199,921-92.3% |
| Participation rate | 76.6% | 64.1%+12.5pp | 78.2%-1.6pp | 72.0%+4.6pp |
| Annual return | 12.48% | 41.18%-28.7pp | 64.87%-52.4pp | 34.28%-21.8pp |
| Employer contribution / active EE | $1,054 | $1,848-42.9% | $4,676-77.5% | $3,035-65.3% |
| Participant deferral / active EE | $981 | $3,165-69.0% | $5,629-82.6% | $5,089-80.7% |
| Admin fee / account holder | $104 | $186-44.1% | $15,914-99.3% | $269-61.5% |