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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,589 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $10,428 |
Service code 10 · EIN 52-1073331 | Accounting | $9,708 |
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 | $143,061 | $70,002+104.4% | $115,038+24.4% | $52,331+173.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.15% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $4,485 | $2,715+65.2% | $4,608-2.7% | $1,882+138.3% |
| Participant deferral / active EE | $6,228 | $4,920+26.6% | $6,026+3.4% | $3,022+106.1% |
| Admin fee / account holder | $72 | $566-87.3% | $8,175-99.1% | $592-87.9% |