Filed October 25, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,322 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,887 | $52,293-25.6% | $178,503-78.2% | $73,412-47.0% |
| Participation rate | 84.0% | 65.3%+18.7pp | 81.9%+2.1pp | 72.2%+11.8pp |
| Annual return | 19.07% | 34.75%-15.7pp | 151.12%-132.1pp | 59.30%-40.2pp |
| Employer contribution / active EE | $1,625 | $1,736-6.4% | $5,011-67.6% | $2,234-27.3% |
| Participant deferral / active EE | $1,742 | $2,333-25.3% | $5,202-66.5% | $3,806-54.2% |
| Admin fee / account holder | $59 | $127-53.8% | $13,987-99.6% | $158-62.8% |