Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $3,029 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,676 | $76,551-70.4% | $123,894-81.7% | $62,881-63.9% |
| Participation rate | 65.9% | 73.0%-7.1pp | 81.4%-15.5pp | 69.3%-3.4pp |
| Annual return | 8.55% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,177 | $2,882+10.2% | $4,617-31.2% | $2,281+39.3% |
| Participant deferral / active EE | $5,512 | $4,840+13.9% | $5,984-7.9% | $3,203+72.1% |
| Admin fee / account holder | $86 | $4,826-98.2% | $8,357-99.0% | $4,296-98.0% |