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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $388,638 | $98,776+293.5% | $149,745+159.5% | $79,856+386.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.74% | 27.38%-12.6pp | 276.72%-262.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $6,582 | $3,217+104.6% | $4,646+41.7% | $2,471+166.3% |
| Participant deferral / active EE | $13,282 | $5,681+133.8% | $6,843+94.1% | $3,741+255.1% |
| Admin fee / account holder | $171 | $6,053-97.2% | $9,312-98.2% | $5,306-96.8% |