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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $22,880 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,913 | $106,230-12.5% | $147,080-36.8% | $77,736+19.5% |
| Participation rate | 72.3% | 78.4%-6.1pp | 82.2%-9.9pp | 70.6%+1.7pp |
| Annual return | 164.98% | 56.91%+108.1pp | 420.17%-255.2pp | 31.26%+133.7pp |
| Employer contribution / active EE | $1,405 | $4,072-65.5% | $4,933-71.5% | $2,728-48.5% |
| Participant deferral / active EE | $3,826 | $8,001-52.2% | $8,066-52.6% | $4,651-17.7% |
| Admin fee / account holder | $51 | $338-85.0% | $12,989-99.6% | $433-88.3% |