Filed October 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,250 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,411 | $82,163+38.0% | $125,381-9.5% | $64,819+75.0% |
| Participation rate | 99.1% | 77.9%+21.2pp | 82.4%+16.7pp | 71.5%+27.7pp |
| Annual return | 0.00% | 3.49%-3.5pp | 572.31%-572.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $3,633 | $3,616+0.5% | $4,815-24.5% | $2,507+44.9% |
| Participant deferral / active EE | $4,005 | $7,175-44.2% | $7,448-46.2% | $4,311-7.1% |
| Admin fee / account holder | $3 | $163-98.3% | $10,007-100.0% | $188-98.6% |