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 RETIR INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $41,702 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,717 |
Filed as: VOYA RET INSURANCE AND ANNUITY COMP Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,870 | $42,582+99.3% | $171,082-50.4% | $57,658+47.2% |
| Participation rate | 55.2% | 63.9%-8.7pp | 76.7%-21.5pp | 70.2%-15.0pp |
| Annual return | 6.47% | 308.67%-302.2pp | 32.56%-26.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,639 | $1,306+25.5% | $4,002-59.1% | $1,974-17.0% |
| Participant deferral / active EE | $1,876 | $2,933-36.1% | $4,797-60.9% | $3,061-38.7% |
| Admin fee / account holder | $190 | $82+130.2% | $8,520-97.8% | $95+100.5% |