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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $200,935 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,203 | $107,741-5.1% | $96,576+5.8% | $79,634+28.3% |
| Participation rate | 98.8% | 79.1%+19.7pp | 81.4%+17.4pp | 62.5%+36.3pp |
| Annual return | 15.15% | 19.24%-4.1pp | 38.47%-23.3pp | 36.46%-21.3pp |
| Employer contribution / active EE | $3,934 | $2,991+31.5% | $3,553+10.7% | $2,529+55.6% |
| Participant deferral / active EE | $6,592 | $7,899-16.5% | $7,956-17.1% | $3,835+71.9% |
| Admin fee / account holder | $182 | $1,150-84.2% | $11,381-98.4% | $1,002-81.9% |