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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $527 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,619 | $52,293-89.3% | $178,499-96.9% | $73,412-92.3% |
| Participation rate | 81.2% | 65.3%+15.8pp | 81.9%-0.7pp | 72.2%+9.0pp |
| Annual return | 16.92% | 34.75%-17.8pp | 151.10%-134.2pp | 59.30%-42.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,890 | $2,332-19.0% | $5,202-63.7% | $3,806-50.3% |
| Admin fee / account holder | $29 | $127-77.0% | $13,986-99.8% | $158-81.4% |