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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,916 | $81,947+53.7% | $105,387+19.5% | $72,976+72.5% |
| Participation rate | 97.8% | 76.5%+21.2pp | 82.6%+15.2pp | 69.5%+28.3pp |
| Annual return | 11.07% | 42.90%-31.8pp | 26.82%-15.7pp | 81.02%-69.9pp |
| Employer contribution / active EE | $2,653 | $3,468-23.5% | $4,213-37.0% | $2,440+8.7% |
| Participant deferral / active EE | $4,212 | $4,494-6.3% | $5,502-23.5% | $3,608+16.7% |
| Admin fee / account holder | $184 | $6,258-97.1% | $6,559-97.2% | $5,124-96.4% |