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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $14,412 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,204 |
Service code 10 · EIN 52-1073331 | Accounting | $4,700 |
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 | $148,077 | $73,102+102.6% | $123,553+19.8% | $56,289+163.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.47% | 3.01%-8.5pp | 119.21%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $4,062 | $2,977+36.4% | $4,628-12.2% | $2,111+92.4% |
| Participant deferral / active EE | $6,809 | $5,423+25.6% | $6,426+6.0% | $3,350+103.3% |
| Admin fee / account holder | $37 | $554-93.3% | $9,284-99.6% | $521-92.9% |