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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Advisory (Participants) | $1,582 |
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 | $44,945 | $52,293-14.1% | $178,503-74.8% | $73,412-38.8% |
| Participation rate | 64.1% | 65.3%-1.2pp | 81.9%-17.8pp | 72.2%-8.0pp |
| Annual return | 17.88% | 34.75%-16.9pp | 151.12%-133.2pp | 59.30%-41.4pp |
| Employer contribution / active EE | $762 | $1,736-56.1% | $5,011-84.8% | $2,234-65.9% |
| Participant deferral / active EE | $3,472 | $2,333+48.8% | $5,202-33.3% | $3,806-8.8% |
| Admin fee / account holder | $41 | $127-67.5% | $13,987-99.7% | $158-73.8% |