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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,288 | $84,499-9.7% | $125,391-39.2% | $66,949+14.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.99% | -8.49%-9.5pp | 572.41%-590.4pp | 1.57%-19.6pp |
| Employer contribution / active EE | $6,572 | $3,554+84.9% | $4,816+36.5% | $2,545+158.2% |
| Participant deferral / active EE | $8,679 | $6,785+27.9% | $7,448+16.5% | $4,239+104.7% |
| Admin fee / account holder | $11 | $685-98.4% | $10,009-99.9% | $594-98.1% |