Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $67,378 |
Filed as: VOYA RETIREMENT AND ANNITY COMPANY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,778 | $36,916+45.7% | $156,551-65.6% | $57,658-6.7% |
| Participation rate | 60.5% | 63.4%-2.9pp | 84.0%-23.5pp | 70.2%-9.7pp |
| Annual return | 6.16% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,140 | $1,571-27.4% | $5,501-79.3% | $1,974-42.2% |
| Participant deferral / active EE | $2,192 | $1,926+13.8% | $4,871-55.0% | $3,061-28.4% |
| Admin fee / account holder | $119 | $82+43.9% | $13,028-99.1% | $95+25.6% |