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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 99 · EIN 23-3570392 | Other Fees | $10,364 |
Filed as: VOYA RETIREMENT INSURNACE AND ANNUI Service code 27 | Advisory (Plan) | $3,121 |
Service code 49 | Other Services | $2,872 |
Service code 49 · EIN 13-3180178 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,230 | $79,223-35.3% | $102,460-50.0% | $74,478-31.2% |
| Participation rate | 81.0% | 74.8%+6.3pp | 76.5%+4.5pp | 67.2%+13.8pp |
| Annual return | 14.09% | 54.98%-40.9pp | 29.47%-15.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $2,130 | $2,363-9.9% | $3,025-29.6% | $2,626-18.9% |
| Participant deferral / active EE | $5,860 | $4,417+32.7% | $5,056+15.9% | $4,350+34.7% |
| Admin fee / account holder | $30 | $2,003-98.5% | $9,460-99.7% | $1,946-98.5% |