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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $183 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $146 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,678 | $80,753-62.0% | $136,298-77.5% | $62,293-50.8% |
| Participation rate | 78.5% | 73.5%+4.9pp | 81.9%-3.5pp | 69.5%+8.9pp |
| Annual return | 45.19% | 35.83%+9.4pp | 5156.27%-5111.1pp | 28.90%+16.3pp |
| Employer contribution / active EE | $2,978 | $2,884+3.3% | $4,696-36.6% | $2,042+45.8% |
| Participant deferral / active EE | $6,548 | $5,164+26.8% | $6,247+4.8% | $3,169+106.6% |
| Admin fee / account holder | $11 | $525-97.8% | $9,244-99.9% | $479-97.6% |