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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $36,635 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,385 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $8,385 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,616 | $65,960-15.7% | $81,882-32.1% | $77,762-28.5% |
| Participation rate | 79.0% | 65.8%+13.2pp | 72.4%+6.6pp | 70.6%+8.4pp |
| Annual return | 12.32% | 26.64%-14.3pp | 779.47%-767.2pp | 31.27%-19.0pp |
| Employer contribution / active EE | $1,636 | $2,375-31.1% | $2,916-43.9% | $2,728-40.0% |
| Participant deferral / active EE | $2,869 | $3,505-18.2% | $4,323-33.6% | $4,651-38.3% |
| Admin fee / account holder | $121 | $526-77.0% | $7,360-98.4% | $433-72.0% |