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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,308 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $464,296 | $105,210+341.3% | $159,487+191.1% | $85,851+440.8% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 21.77% | 45.08%-23.3pp | 263.71%-241.9pp | 318.63%-296.9pp |
| Employer contribution / active EE | $10,676 | $3,319+221.7% | $4,831+121.0% | $2,565+316.2% |
| Participant deferral / active EE | $12,784 | $5,946+115.0% | $7,354+73.8% | $3,952+223.5% |
| Admin fee / account holder | $32 | $6,934-99.5% | $10,804-99.7% | $6,261-99.5% |