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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $11,112 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,188 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.3%-12.3pp | 11.0%-11.0pp |
| Annual return | 4.42% | 7.25%-2.8pp | 5.16%-0.7pp | 8.21%-3.8pp |
| Employer contribution / active EE | $2,835 | $13,308-78.7% | $26,479-89.3% | $13,843-79.5% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |