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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,173 | $59,467-22.4% | $93,727-50.7% | $74,478-38.0% |
| Participation rate | 93.2% | 59.6%+33.6pp | 68.7%+24.5pp | 67.2%+26.0pp |
| Annual return | 12.81% | 82.14%-69.3pp | 133.83%-121.0pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $1,615 | $1,267+27.5% | $2,421-33.3% | $2,626-38.5% |
| Participant deferral / active EE | $3,950 | $3,052+29.4% | $4,417-10.6% | $4,350-9.2% |
| Admin fee / account holder | $26 | $3,028-99.1% | $8,292-99.7% | $1,946-98.7% |