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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 | $59,456-22.3% | $93,681-50.7% | $74,400-37.9% |
| Participation rate | 93.2% | 59.6%+33.5pp | 68.7%+24.5pp | 67.2%+26.0pp |
| Annual return | 12.81% | 82.00%-69.2pp | 133.47%-120.7pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $1,615 | $1,266+27.6% | $2,422-33.3% | $2,624-38.4% |
| Participant deferral / active EE | $3,950 | $3,052+29.4% | $4,415-10.5% | $4,348-9.2% |
| Admin fee / account holder | $26 | $3,026-99.1% | $8,290-99.7% | $1,944-98.6% |