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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
Annual investment return 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 | $10,266 | $46,173-77.8% | $170,435-94.0% | $69,631-85.3% |
| Participation rate | 89.6% | 63.9%+25.7pp | 83.6%+6.0pp | 70.7%+18.9pp |
| Annual return | 11.47% | 21.62%-10.2pp | 205.94%-194.5pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $477 | $1,610-70.3% | $5,432-91.2% | $2,032-76.5% |
| Participant deferral / active EE | $775 | $2,080-62.8% | $4,939-84.3% | $3,224-76.0% |
| Admin fee / account holder | $32 | $116-72.3% | $13,881-99.8% | $110-70.9% |