Filed March 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 99 · EIN 71-0294708 | Other Fees | $30,929 |
Service code 99 · EIN 47-1411118 | Other Fees | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,534 | $55,470-14.3% | $155,556-69.4% | $74,478-36.2% |
| Participation rate | 60.9% | 61.9%-1.0pp | 78.2%-17.3pp | 67.2%-6.3pp |
| Annual return | 15.27% | 269.80%-254.5pp | 64.84%-49.6pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $438 | $2,267-80.7% | $4,675-90.6% | $2,626-83.3% |
| Participant deferral / active EE | $1,777 | $2,838-37.4% | $5,631-68.4% | $4,350-59.1% |
| Admin fee / account holder | $189 | $1,744-89.2% | $15,885-98.8% | $1,946-90.3% |