Filed October 10, 2024 (most recent of 8 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $25,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,226 | $52,303-63.2% | $178,510-89.2% | $73,415-73.8% |
| Participation rate | 66.2% | 65.3%+0.8pp | 81.9%-15.8pp | 72.2%-6.0pp |
| Annual return | 0.00% | 34.76%-34.8pp | 151.13%-151.1pp | 59.30%-59.3pp |
| Employer contribution / active EE | $1,007 | $1,737-42.0% | $5,011-79.9% | $2,234-54.9% |
| Participant deferral / active EE | $6,270 | $2,334+168.7% | $5,202+20.5% | $3,806+64.7% |
| Admin fee / account holder | $70 | $127-45.3% | $13,988-99.5% | $158-55.9% |