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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 60 · EIN 71-0294708 P O BOX 990067 · HARTFORD, CT 061990067 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,802 | $40,263-78.1% | $57,347-84.7% | $59,632-85.2% |
| Participation rate | 73.2% | 69.2%+4.0pp | 75.1%-1.9pp | 68.7%+4.5pp |
| Annual return | 2.88% | 27.50%-24.6pp | 24.40%-21.5pp | 2041.32%-2038.4pp |
| Employer contribution / active EE | $420 | $1,922-78.2% | $2,689-84.4% | $2,203-80.9% |
| Participant deferral / active EE | $412 | $2,400-82.8% | $3,162-87.0% | $3,192-87.1% |
| Admin fee / account holder | $27 | $2,819-99.0% | $3,356-99.2% | $4,297-99.4% |