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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,532 |
MORNINGSTAR2+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,408 | $64,909-54.7% | $82,312-64.3% | $62,293-52.8% |
| Participation rate | 68.6% | 74.9%-6.2pp | 76.9%-8.3pp | 69.5%-0.9pp |
| Annual return | 16.37% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,426 | $1,676-14.9% | $2,428-41.3% | $2,042-30.2% |
| Participant deferral / active EE | $2,510 | $3,103-19.1% | $3,706-32.3% | $3,169-20.8% |
| Admin fee / account holder | $34 | $440-92.2% | $5,608-99.4% | $479-92.9% |