Filed January 12, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 | Advisory (Plan) | $5,669 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 | Advisory (Plan) | $5,669 |
Participant contribution per participant 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 | $58,163 | $70,667-17.7% | $123,105-52.8% | $52,331+11.1% |
| Participation rate | 78.3% | 83.7%-5.4pp | 86.8%-8.4pp | 68.1%+10.2pp |
| Annual return | 1.37% | 6.23%-4.9pp | 13.22%-11.8pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,299 | $2,946-55.9% | $5,151-74.8% | $1,882-30.9% |
| Participant deferral / active EE | $1,963 | $4,493-56.3% | $6,229-68.5% | $3,022-35.0% |
| Admin fee / account holder | $19 | $506-96.2% | $9,014-99.8% | $592-96.8% |