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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,707 | $46,360-31.6% | $147,617-78.5% | $52,331-39.4% |
| Participation rate | 52.3% | 64.9%-12.7pp | 84.6%-32.4pp | 68.1%-15.8pp |
| Annual return | 2.56% | 1.62%+0.9pp | 61.98%-59.4pp | 4.54%-2.0pp |
| Employer contribution / active EE | $671 | $2,126-68.5% | $5,564-87.9% | $1,882-64.4% |
| Participant deferral / active EE | $3,169 | $2,258+40.4% | $4,895-35.3% | $3,022+4.9% |
| Admin fee / account holder | $30 | $766-96.0% | $11,612-99.7% | $592-94.9% |