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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $5,230 |
Filed as: VOYA RETIREMENT INSU AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $97 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,337 | $96,419+71.5% | $80,648+105.0% | $139,487+18.5% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 17.09% | 1352.86%-1335.8pp | 937.21%-920.1pp | 373.84%-356.7pp |
| Employer contribution / active EE | $6,183 | $3,261+89.6% | $2,724+127.0% | $4,755+30.0% |
| Participant deferral / active EE | $4,089 | $5,225-21.7% | $4,443-8.0% | $6,713-39.1% |
| Admin fee / account holder | $3,647 | $6,605-44.8% | $5,382-32.2% | $11,407-68.0% |