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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 11-1000111 | Other Fees | $8,266 |
Filed as: VOYA LIFE INSURANCE AND ANNUITY CO Service code 27 | Advisory (Plan) | $3,845 |
Filed as: VOYA RETIREMENT 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 | $32,726 | $73,638-55.6% | $95,956-65.9% | $73,493-55.5% |
| Participation rate | 87.8% | 76.2%+11.7pp | 77.1%+10.7pp | 70.7%+17.1pp |
| Annual return | -3.16% | 16.78%-19.9pp | 91.63%-94.8pp | 28.51%-31.7pp |
| Employer contribution / active EE | $1,417 | $1,863-23.9% | $2,541-44.2% | $2,270-37.6% |
| Participant deferral / active EE | $2,224 | $3,617-38.5% | $4,167-46.6% | $3,740-40.5% |
| Admin fee / account holder | $59 | $482-87.7% | $6,797-99.1% | $513-88.4% |