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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 | Advisory (Plan) | $1,166 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $110,359 | $38,365+187.7% | $84,628+30.4% | $65,185+69.3% |
| Participation rate | 99.4% | 55.7%+43.8pp | 68.2%+31.2pp | 70.2%+29.2pp |
| Annual return | 20.67% | 32.00%-11.3pp | 258.80%-238.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $3,425 | $1,258+172.2% | $2,653+29.1% | $2,177+57.3% |
| Participant deferral / active EE | $4,573 | $2,278+100.7% | $3,900+17.3% | $3,514+30.1% |
| Admin fee / account holder | $183 | $451-59.4% | $4,914-96.3% | $847-78.4% |