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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA LIFE INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $218 |
MORNINGSTAR4 years Service code 26 · EIN 36-3298908 P.O. BOX 990063 · HARTFORD, CT 06199 | Advisory (Participants) | $109 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,316 | $69,383-33.2% | $101,275-54.3% | $73,497-37.0% |
| Participation rate | 79.8% | 68.4%+11.4pp | 75.8%+4.0pp | 70.7%+9.1pp |
| Annual return | 9.77% | 18.46%-8.7pp | 46.48%-36.7pp | 28.51%-18.7pp |
| Employer contribution / active EE | $4,466 | $2,628+69.9% | $3,660+22.0% | $2,270+96.7% |
| Participant deferral / active EE | $1,241 | $3,301-62.4% | $4,371-71.6% | $3,740-66.8% |
| Admin fee / account holder | $31 | $704-95.6% | $5,948-99.5% | $513-94.0% |