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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 28 · EIN 71-0294708 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,779 | $50,860+226.0% | $155,574+6.6% | $77,714+113.3% |
| Participation rate | 91.8% | 63.1%+28.7pp | 78.2%+13.6pp | 70.6%+21.3pp |
| Annual return | 15.03% | 34.86%-19.8pp | 64.87%-49.8pp | 31.26%-16.2pp |
| Employer contribution / active EE | $3,249 | $1,991+63.2% | $4,676-30.5% | $2,727+19.1% |
| Participant deferral / active EE | $7,070 | $2,825+150.3% | $5,629+25.6% | $4,649+52.1% |
| Admin fee / account holder | $282 | $436-35.4% | $15,914-98.2% | $433-34.9% |