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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,940 |
Service code 49 · EIN 71-0294708 PO BOX 54 · NEW YORK, NY 11010 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,985 | $62,177-24.4% | $81,370-42.3% | $74,478-36.9% |
| Participation rate | 98.5% | 64.1%+34.4pp | 69.5%+29.0pp | 67.2%+31.3pp |
| Annual return | 17.32% | 16.62%+0.7pp | 24.85%-7.5pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $2,811 | $1,881+49.4% | $2,464+14.1% | $2,626+7.0% |
| Participant deferral / active EE | $1,003 | $3,219-68.8% | $3,885-74.2% | $4,350-76.9% |
| Admin fee / account holder | $30 | $1,927-98.4% | $5,749-99.5% | $1,946-98.5% |