Filed December 9, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE Service code 99 | Other Fees | $8,309 |
MMA SECURITIES LLC1 year Service code 99 · EIN 22-3570392 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,098 | $55,470-53.0% | $155,556-83.2% | $74,478-65.0% |
| Participation rate | 91.8% | 61.9%+29.9pp | 78.2%+13.6pp | 67.2%+24.6pp |
| Annual return | 9.79% | 269.80%-260.0pp | 64.84%-55.0pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $2,863 | $2,267+26.3% | $4,675-38.8% | $2,626+9.0% |
| Participant deferral / active EE | $2,863 | $2,838+0.9% | $5,631-49.2% | $4,350-34.2% |
| Admin fee / account holder | $139 | $1,744-92.0% | $15,885-99.1% | $1,946-92.8% |