Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,908 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,059 | $36,916-45.7% | $156,549-87.2% | $57,658-65.2% |
| Participation rate | 99.6% | 63.4%+36.2pp | 84.0%+15.6pp | 70.2%+29.4pp |
| Annual return | -2.13% | 12.38%-14.5pp | 32.23%-34.4pp | 5.13%-7.3pp |
| Employer contribution / active EE | $2,734 | $1,571+74.1% | $5,501-50.3% | $1,974+38.5% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $24 | $82-70.8% | $13,027-99.8% | $95-74.5% |