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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $24,208 |
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 | $56,200 | $81,358-30.9% | $155,556-63.9% | $80,959-30.6% |
| Participation rate | 96.8% | 66.3%+30.6pp | 78.2%+18.6pp | 67.7%+29.2pp |
| Annual return | 10.66% | 33.39%-22.7pp | 64.84%-54.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,188 | $3,106-29.6% | $4,675-53.2% | $2,757-20.6% |
| Participant deferral / active EE | $3,666 | $3,455+6.1% | $5,631-34.9% | $4,300-14.8% |
| Admin fee / account holder | $80 | $7,994-99.0% | $15,885-99.5% | $6,925-98.8% |