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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,238 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,238 |
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 | $34,663 | $99,957-65.3% | $149,730-76.8% | $73,493-52.8% |
| Participation rate | 93.6% | 75.7%+17.9pp | 82.5%+11.1pp | 70.7%+22.9pp |
| Annual return | 14.35% | 53.87%-39.5pp | 276.70%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $5,856 | $3,191+83.5% | $4,645+26.1% | $2,270+158.0% |
| Participant deferral / active EE | $3,772 | $6,073-37.9% | $6,843-44.9% | $3,740+0.9% |
| Admin fee / account holder | $47 | $551-91.5% | $9,310-99.5% | $513-90.9% |