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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,508 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,904 |
Service code 10 · EIN 52-1073331 | Accounting | $0 |
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 | $155,084 | $75,183+106.3% | $123,894+25.2% | $55,167+181.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.47% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.8pp |
| Employer contribution / active EE | $4,180 | $2,823+48.1% | $4,617-9.5% | $1,963+113.0% |
| Participant deferral / active EE | $5,721 | $5,084+12.5% | $5,984-4.4% | $3,054+87.3% |
| Admin fee / account holder | $81 | $663-87.8% | $8,357-99.0% | $504-83.9% |