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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 | $78,562-39.3% | $105,608-54.8% | $74,429-35.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 75.3%+4.7pp | 67.2%+12.8pp |
| Annual return | 9.83% | 15.94%-6.1pp | 116.50%-106.7pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $1,227 | $2,521-51.3% | $3,167-61.3% | $2,625-53.3% |
| Participant deferral / active EE | $2,777 | $4,321-35.8% | $5,010-44.6% | $4,348-36.1% |
| Admin fee / account holder | $60 | $2,217-97.3% | $11,028-99.5% | $1,944-96.9% |