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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,337 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 | Advisory (Plan) | $1,433 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,197 | $61,356+7.9% | $149,696-55.8% | $71,511-7.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.68% | 35.86%-18.2pp | 134.46%-116.8pp | 28.86%-11.2pp |
| Employer contribution / active EE | $3,741 | $2,382+57.1% | $4,821-22.4% | $2,589+44.5% |
| Participant deferral / active EE | $5,412 | $2,920+85.4% | $5,682-4.8% | $4,291+26.1% |
| Admin fee / account holder | $56 | $1,263-95.5% | $13,212-99.6% | $1,588-96.5% |