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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $829 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,688 | $78,607-39.3% | $105,624-54.9% | $74,478-36.0% |
| Participation rate | 80.0% | 72.8%+7.2pp | 75.3%+4.7pp | 67.2%+12.8pp |
| Annual return | 9.83% | 15.96%-6.1pp | 116.20%-106.4pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $1,227 | $2,523-51.4% | $3,168-61.3% | $2,626-53.3% |
| Participant deferral / active EE | $2,777 | $4,325-35.8% | $5,013-44.6% | $4,350-36.2% |
| Admin fee / account holder | $60 | $2,220-97.3% | $10,961-99.5% | $1,946-96.9% |