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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 | $37,126 | $49,451-24.9% | $79,580-53.3% | $66,938-44.5% |
| Participation rate | 90.4% | 61.3%+29.1pp | 69.5%+20.9pp | 69.8%+20.6pp |
| Annual return | -5.00% | 84.25%-89.3pp | 0.15%-5.2pp | 1.58%-6.6pp |
| Employer contribution / active EE | $2,857 | $1,266+125.8% | $2,413+18.4% | $2,545+12.3% |
| Participant deferral / active EE | $3,173 | $3,159+0.5% | $3,985-20.4% | $4,238-25.1% |
| Admin fee / account holder | $53 | $595-91.0% | $6,835-99.2% | $594-91.0% |