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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIR INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $41,097 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $13,048 |
Filed as: VOYA RET INSURANCE AND ANNUITY COMP Service code 27 | Advisory (Plan) | $4,738 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,701 | $44,229+75.7% | $155,789-50.1% | $55,191+40.8% |
| Participation rate | 72.2% | 60.8%+11.4pp | 76.1%-3.9pp | 69.2%+3.0pp |
| Annual return | -0.12% | 0.37%-0.5pp | 71.54%-71.7pp | 10.78%-10.9pp |
| Employer contribution / active EE | $2,290 | $1,317+73.8% | $3,839-40.4% | $1,899+20.6% |
| Participant deferral / active EE | $2,716 | $2,851-4.7% | $4,798-43.4% | $3,046-10.8% |
| Admin fee / account holder | $185 | $86+114.8% | $7,477-97.5% | $91+103.9% |