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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $127,239 | $71,480+78.0% | $90,782+40.2% | $64,173+98.3% |
| Participation rate | 95.4% | 77.6%+17.8pp | 82.7%+12.7pp | 69.6%+25.8pp |
| Annual return | 9.48% | -4.25%+13.7pp | -3.42%+12.9pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,773 | $3,415-18.8% | $4,105-32.4% | $2,381+16.5% |
| Participant deferral / active EE | $4,190 | $4,302-2.6% | $5,366-21.9% | $3,470+20.8% |
| Admin fee / account holder | $5 | $6,309-99.9% | $5,908-99.9% | $4,887-99.9% |