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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS. & ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $53,362 | $46,100+15.8% | $86,582-38.4% | $69,631-23.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 14.95% | 21.02%-6.1pp | 965.08%-950.1pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $2,878 | $1,850+55.6% | $2,839+1.3% | $2,032+41.6% |
| Participant deferral / active EE | $849 | $2,432-65.1% | $3,609-76.5% | $3,224-73.7% |
| Admin fee / account holder | $30 | $94-68.3% | $4,904-99.4% | $110-73.1% |