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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 | $24,367 |
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 | $54,210 | $77,908-30.4% | $149,696-63.8% | $75,173-27.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.93% | 31.73%-17.8pp | 134.46%-120.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $2,464 | $3,138-21.5% | $4,821-48.9% | $2,671-7.8% |
| Participant deferral / active EE | $4,223 | $3,411+23.8% | $5,682-25.7% | $4,126+2.3% |
| Admin fee / account holder | $74 | $5,950-98.8% | $13,212-99.4% | $5,651-98.7% |