Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $640 |
Service code 26 | Advisory (Participants) | $639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,443 | $75,388-47.7% | $123,553-68.1% | $55,725-29.2% |
| Participation rate | 7.1% | 75.7%-68.6pp | 82.3%-75.2pp | 70.9%-63.8pp |
| Annual return | -6.09% | 4.48%-10.6pp | 119.21%-125.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $619 | $3,063-79.8% | $4,628-86.6% | $2,078-70.2% |
| Participant deferral / active EE | $976 | $5,651-82.7% | $6,426-84.8% | $3,356-70.9% |
| Admin fee / account holder | $75 | $120-37.0% | $9,284-99.2% | $115-34.5% |