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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 | $76,407+0.8% | $150,298-48.7% | $82,448-6.6% |
| Participation rate | 98.8% | 66.4%+32.4pp | 77.8%+21.0pp | 68.1%+30.7pp |
| Annual return | 11.68% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $4,812 | $2,614+84.1% | $4,154+15.8% | $2,551+88.6% |
| Participant deferral / active EE | $2,879 | $3,214-10.4% | $5,453-47.2% | $4,139-30.4% |
| Admin fee / account holder | $48 | $6,352-99.3% | $14,116-99.7% | $7,234-99.3% |