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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $1,318 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,061 | $85,635-88.3% | $123,894-91.9% | $63,975-84.3% |
| Participation rate | 92.2% | 74.9%+17.3pp | 81.4%+10.8pp | 71.1%+21.1pp |
| Annual return | 16.50% | 15.74%+0.8pp | 47.52%-31.0pp | 48.65%-32.2pp |
| Employer contribution / active EE | $3,220 | $3,076+4.7% | $4,617-30.3% | $2,182+47.6% |
| Participant deferral / active EE | $2,941 | $5,667-48.1% | $5,984-50.8% | $3,356-12.4% |
| Admin fee / account holder | $49 | $75-34.8% | $8,357-99.4% | $70-30.6% |