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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,433 | $66,319-66.2% | $93,621-76.0% | $65,186-65.6% |
| Participation rate | 52.0% | 74.0%-22.0pp | 75.8%-23.9pp | 70.2%-18.2pp |
| Annual return | 33.10% | 42.59%-9.5pp | 32.76%+0.3pp | 29.39%+3.7pp |
| Employer contribution / active EE | $479 | $2,013-76.2% | $2,719-82.4% | $2,177-78.0% |
| Participant deferral / active EE | $2,391 | $3,343-28.5% | $4,070-41.2% | $3,514-32.0% |
| Admin fee / account holder | $60 | $6,900-99.1% | $7,890-99.2% | $847-92.9% |