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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $228 |
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 | $27,122 | $75,183-63.9% | $123,894-78.1% | $55,167-50.8% |
| Participation rate | 73.6% | 72.8%+0.7pp | 81.4%-7.9pp | 69.0%+4.6pp |
| Annual return | 15.87% | 19.01%-3.1pp | 47.52%-31.6pp | 169.23%-153.4pp |
| Employer contribution / active EE | $2,363 | $2,823-16.3% | $4,617-48.8% | $1,963+20.4% |
| Participant deferral / active EE | $4,216 | $5,084-17.1% | $5,984-29.5% | $3,054+38.1% |
| Admin fee / account holder | $44 | $663-93.3% | $8,357-99.5% | $504-91.2% |