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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE & ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,778 | $91,439-63.1% | $135,974-75.2% | $71,511-52.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 24.54% | 29.90%-5.4pp | 68.30%-43.8pp | 28.86%-4.3pp |
| Employer contribution / active EE | $3,820 | $3,705+3.1% | $4,859-21.4% | $2,589+47.5% |
| Participant deferral / active EE | $8,086 | $7,093+14.0% | $7,760+4.2% | $4,291+88.5% |
| Admin fee / account holder | $33 | $1,267-97.4% | $10,767-99.7% | $1,588-97.9% |