Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,981 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,015 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 | Advisory (Plan) | $3,873 |
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 | $38,440 | $50,637-24.1% | $86,582-55.6% | $62,293-38.3% |
| Participation rate | 75.1% | 67.9%+7.2pp | 73.5%+1.6pp | 69.5%+5.6pp |
| Annual return | 17.65% | 20.80%-3.1pp | 965.08%-947.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,362 | $2,075-34.4% | $2,839-52.1% | $2,042-33.3% |
| Participant deferral / active EE | $2,458 | $2,611-5.8% | $3,609-31.9% | $3,169-22.4% |
| Admin fee / account holder | $61 | $413-85.3% | $4,904-98.8% | $479-87.3% |