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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT AND ANNUITY CO. Service code 49 | Other Services | $6,078 |
MARTINET RECCHIA3 years Service code 99 · EIN 34-1670663 | Other Fees | $1,537 |
TRINITY PENSION CONSULTANTS2 years Service code 49 · EIN 20-4548831 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,017 | $82,674-9.3% | $125,381-40.2% | $68,486+9.5% |
| Participation rate | 76.8% | 75.1%+1.8pp | 82.4%-5.5pp | 67.9%+8.9pp |
| Annual return | -18.41% | -5.97%-12.4pp | 572.31%-590.7pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,050 | $3,382-68.9% | $4,815-78.2% | $2,597-59.6% |
| Participant deferral / active EE | $5,553 | $6,111-9.1% | $7,448-25.4% | $4,028+37.9% |
| Admin fee / account holder | $43 | $6,277-99.3% | $10,007-99.6% | $5,404-99.2% |