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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,992 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $11,338 |
Service code 10 · EIN 52-1073331 | Accounting | $10,400 |
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 | $166,015 | $80,753+105.6% | $136,298+21.8% | $62,293+166.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.07% | 35.83%-19.8pp | 5156.27%-5140.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $3,986 | $2,884+38.2% | $4,696-15.1% | $2,042+95.2% |
| Participant deferral / active EE | $6,841 | $5,164+32.5% | $6,247+9.5% | $3,169+115.9% |
| Admin fee / account holder | $71 | $525-86.5% | $9,244-99.2% | $479-85.2% |