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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS &ANN Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $12,011 | $23,224-48.3% | $71,089-83.1% | $55,725-78.4% |
| Participation rate | 73.3% | 37.9%+35.4pp | 54.6%+18.7pp | 70.9%+2.5pp |
| Annual return | -5.98% | -2.87%-3.1pp | 650.65%-656.6pp | 244.93%-250.9pp |
| Employer contribution / active EE | $519 | $436+18.9% | $1,088-52.3% | $2,078-75.0% |
| Participant deferral / active EE | $971 | $929+4.5% | $1,873-48.1% | $3,356-71.1% |
| Admin fee / account holder | $21 | $118-82.2% | $3,082-99.3% | $115-81.8% |