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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 | $77,814-1.0% | $158,223-51.3% | $86,983-11.4% |
| Participation rate | 98.8% | 68.4%+30.3pp | 79.2%+19.5pp | 69.5%+29.2pp |
| Annual return | 11.68% | 30.54%-18.9pp | 52.09%-40.4pp | 25.83%-14.1pp |
| Employer contribution / active EE | $4,812 | $2,592+85.6% | $4,109+17.1% | $2,584+86.2% |
| Participant deferral / active EE | $2,879 | $3,270-11.9% | $5,467-47.3% | $4,194-31.3% |
| Admin fee / account holder | $48 | $5,879-99.2% | $16,047-99.7% | $7,856-99.4% |