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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $350 |
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 | $42,467 | $71,534-40.6% | $98,462-56.9% | $71,529-40.6% |
| Participation rate | 82.6% | 72.7%+9.9pp | 75.2%+7.4pp | 67.9%+14.7pp |
| Annual return | 10.95% | 32.44%-21.5pp | 21.17%-10.2pp | 28.97%-18.0pp |
| Employer contribution / active EE | $1,023 | $2,399-57.3% | $3,049-66.4% | $2,590-60.5% |
| Participant deferral / active EE | $2,784 | $4,109-32.2% | $4,738-41.3% | $4,291-35.1% |
| Admin fee / account holder | $86 | $1,677-94.9% | $8,875-99.0% | $1,588-94.6% |