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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE & ANUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,650 |
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 | $84,217 | $43,550+93.4% | $63,244+33.2% | $52,331+60.9% |
| Participation rate | 78.2% | 65.7%+12.5pp | 71.0%+7.2pp | 68.1%+10.1pp |
| Annual return | 0.04% | 2.03%-2.0pp | -70.31%+70.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,788 | $1,351+32.3% | $2,322-23.0% | $1,882-5.0% |
| Participant deferral / active EE | $3,930 | $2,254+74.4% | $2,953+33.1% | $3,022+30.0% |
| Admin fee / account holder | $20 | $387-94.8% | $5,893-99.7% | $592-96.6% |