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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO Service code 27 | Advisory (Plan) | $2,432 |
Filed as: VOYA RET INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,430 | $60,165-59.4% | $74,184-67.1% | $55,167-55.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -0.96% | 10.00%-11.0pp | 17.74%-18.7pp | 169.23%-170.2pp |
| Employer contribution / active EE | $1,952 | $1,600+22.0% | $2,370-17.7% | $1,963-0.6% |
| Participant deferral / active EE | $2,225 | $2,973-25.1% | $3,550-37.3% | $3,054-27.1% |
| Admin fee / account holder | $28 | $419-93.4% | $5,586-99.5% | $504-94.5% |