Filed November 17, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $16,518 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $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 | $88,544 | $50,498+75.3% | $75,784+16.8% | $55,191+60.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 1.78% | 1.80%0pp | 9.68%-7.9pp | 10.78%-9.0pp |
| Employer contribution / active EE | $6,111 | $2,291+166.8% | $3,323+83.9% | $1,899+221.9% |
| Participant deferral / active EE | $3,900 | $2,589+50.6% | $3,652+6.8% | $3,046+28.0% |
| Admin fee / account holder | $25 | $123-79.9% | $5,300-99.5% | $91-72.7% |