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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 | $50,902+225.7% | $155,534+6.6% | $77,736+113.3% |
| Participation rate | 91.8% | 63.1%+28.7pp | 78.2%+13.6pp | 70.6%+21.3pp |
| Annual return | 15.03% | 34.85%-19.8pp | 64.92%-49.9pp | 31.26%-16.2pp |
| Employer contribution / active EE | $3,249 | $1,991+63.1% | $4,675-30.5% | $2,728+19.1% |
| Participant deferral / active EE | $7,070 | $2,824+150.3% | $5,630+25.6% | $4,651+52.0% |
| Admin fee / account holder | $282 | $437-35.5% | $15,900-98.2% | $433-34.9% |