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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSU AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $775 |
HUNNEX AND SHOEMAKER, INC.3 years Service code 49 536 1ST AVE S · SEATTLE, WA 98104 | Other Services | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,276 | $154,228-88.1% | $145,433-87.4% | $137,256-86.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.41% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $12,427 | $4,804+158.7% | $4,554+172.9% | $4,156+199.0% |
| Participant deferral / active EE | $9,275 | $8,216+12.9% | $7,897+17.4% | $6,407+44.8% |
| Admin fee / account holder | $124 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |