Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,505 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $11,505 |
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 | $111,278 | $50,666+119.6% | $76,667+45.1% | $65,186+70.7% |
| Participation rate | 81.6% | 68.8%+12.8pp | 72.1%+9.5pp | 70.2%+11.4pp |
| Annual return | 18.47% | 28.51%-10.0pp | 1166.74%-1148.3pp | 29.39%-10.9pp |
| Employer contribution / active EE | $1,610 | $1,575+2.3% | $2,303-30.1% | $2,177-26.0% |
| Participant deferral / active EE | $5,399 | $2,647+104.0% | $3,336+61.8% | $3,514+53.6% |
| Admin fee / account holder | $6 | $463-98.7% | $6,423-99.9% | $847-99.3% |