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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 38-3220894 | Recordkeeping | $2,539 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,758 | $60,165-77.1% | $74,184-81.5% | $55,167-75.1% |
| Participation rate | 95.7% | 74.2%+21.6pp | 76.6%+19.1pp | 69.0%+26.8pp |
| Annual return | 10.08% | 10.00%+0.1pp | 17.74%-7.7pp | 169.23%-159.1pp |
| Employer contribution / active EE | $732 | $1,600-54.2% | $2,370-69.1% | $1,963-62.7% |
| Participant deferral / active EE | $1,921 | $2,973-35.4% | $3,550-45.9% | $3,054-37.1% |
| Admin fee / account holder | $57 | $419-86.3% | $5,586-99.0% | $504-88.6% |