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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $42,004 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 2929 ALLEN PKWY · HOUSTON, TX 77019 | Securities Custodian | $6,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,226 | $61,338-39.3% | $149,717-75.1% | $71,495-47.9% |
| Participation rate | 56.7% | 62.5%-5.9pp | 78.8%-22.1pp | 67.9%-11.3pp |
| Annual return | 14.54% | 35.86%-21.3pp | 134.41%-119.9pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,469 | $2,381-38.3% | $4,820-69.5% | $2,589-43.3% |
| Participant deferral / active EE | $2,587 | $2,919-11.4% | $5,682-54.5% | $4,291-39.7% |
| Admin fee / account holder | $296 | $1,263-76.6% | $13,213-97.8% | $1,588-81.4% |