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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,044 | $78,690-2.1% | $161,489-52.3% | $87,485-11.9% |
| Participation rate | 98.8% | 67.5%+31.3pp | 78.7%+20.1pp | 68.9%+29.8pp |
| Annual return | 11.68% | 32.74%-21.1pp | 89.72%-78.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $4,812 | $2,588+85.9% | $4,268+12.7% | $2,596+85.3% |
| Participant deferral / active EE | $2,879 | $3,311-13.0% | $5,630-48.9% | $4,274-32.6% |
| Admin fee / account holder | $48 | $6,724-99.3% | $16,006-99.7% | $7,775-99.4% |