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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $31,200 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,004 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $9,004 |
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 | $58,155 | $51,878+12.1% | $68,368-14.9% | $79,634-27.0% |
| Participation rate | 77.4% | 53.7%+23.7pp | 73.8%+3.7pp | 62.5%+14.9pp |
| Annual return | 14.66% | 137.43%-122.8pp | 292.57%-277.9pp | 36.46%-21.8pp |
| Employer contribution / active EE | $1,598 | $1,931-17.3% | $2,649-39.7% | $2,529-36.8% |
| Participant deferral / active EE | $2,987 | $2,577+15.9% | $4,123-27.5% | $3,835-22.1% |
| Admin fee / account holder | $131 | $942-86.1% | $5,150-97.5% | $1,002-86.9% |