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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 | $38,778 | $55,453-30.1% | $170,435-77.2% | $62,293-37.7% |
| Participation rate | 55.5% | 66.4%-10.9pp | 83.6%-28.1pp | 69.5%-14.0pp |
| Annual return | 18.33% | 21.38%-3.0pp | 205.94%-187.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $717 | $2,164-66.9% | $5,432-86.8% | $2,042-64.9% |
| Participant deferral / active EE | $3,245 | $2,303+40.9% | $4,939-34.3% | $3,169+2.4% |
| Admin fee / account holder | $25 | $455-94.5% | $13,881-99.8% | $479-94.8% |