Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT & INSURANCE ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $70,748 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,169 | $101,653+50.7% | $147,080+4.1% | $74,459+105.7% |
| Participation rate | 84.9% | 75.6%+9.3pp | 82.2%+2.7pp | 67.2%+17.6pp |
| Annual return | 16.43% | 8754.98%-8738.5pp | 420.17%-403.7pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $5,274 | $3,813+38.3% | $4,933+6.9% | $2,626+100.8% |
| Participant deferral / active EE | $10,473 | $7,304+43.4% | $8,066+29.8% | $4,350+140.8% |
| Admin fee / account holder | $449 | $1,752-74.4% | $12,989-96.5% | $1,945-76.9% |