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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. AND ANN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19 |
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 | $50,641 | $37,117+36.4% | $147,618-65.7% | $55,191-8.2% |
| Participation rate | 83.5% | 63.6%+19.9pp | 84.6%-1.1pp | 69.2%+14.4pp |
| Annual return | -0.43% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $3,086 | $1,620+90.5% | $5,565-44.5% | $1,899+62.5% |
| Participant deferral / active EE | $3,185 | $1,985+60.4% | $4,895-34.9% | $3,046+4.6% |
| Admin fee / account holder | $24 | $86-72.3% | $11,612-99.8% | $91-73.9% |