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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 | $79,184-35.3% | $102,438-50.0% | $74,546-31.3% |
| Participation rate | 81.0% | 74.8%+6.2pp | 76.5%+4.5pp | 67.2%+13.8pp |
| Annual return | 14.09% | 54.95%-40.9pp | 29.37%-15.3pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,130 | $2,362-9.8% | $3,024-29.5% | $2,624-18.8% |
| Participant deferral / active EE | $5,860 | $4,414+32.8% | $5,054+16.0% | $4,347+34.8% |
| Admin fee / account holder | $30 | $2,001-98.5% | $9,448-99.7% | $1,944-98.5% |