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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 | Advisory (Plan) | $3,772 |
MORNINGSTAR2 years 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 | $127,541 | $43,133+195.7% | $89,435+42.6% | $73,497+73.5% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 17.59% | 135.66%-118.1pp | 245.55%-228.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $3,552 | $1,438+147.0% | $2,587+37.3% | $2,270+56.5% |
| Participant deferral / active EE | $4,858 | $2,445+98.7% | $3,890+24.9% | $3,740+29.9% |
| Admin fee / account holder | $14 | $444-96.8% | $4,884-99.7% | $513-97.2% |