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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $17,833 |
Filed as: VOYA RETIREMENT INS AND ANNUTY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,980 | $65,437-55.7% | $86,698-66.6% | $66,949-56.7% |
| Participation rate | 85.5% | 75.5%+10.1pp | 76.6%+8.9pp | 69.8%+15.7pp |
| Annual return | -15.64% | -10.91%-4.7pp | 35.96%-51.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,766 | $2,154-18.0% | $2,837-37.7% | $2,545-30.6% |
| Participant deferral / active EE | $3,037 | $4,102-26.0% | $4,656-34.8% | $4,239-28.3% |
| Admin fee / account holder | $38 | $642-94.0% | $7,492-99.5% | $594-93.6% |