Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3298180 | Advisory (Participants) | $3,612 |
Filed as: VOYA RETIREMENT INS & ANN COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,054 | $37,213+21.1% | $156,551-71.2% | $63,975-29.6% |
| Participation rate | 39.2% | 65.0%-25.8pp | 84.0%-44.9pp | 71.1%-32.0pp |
| Annual return | 8.64% | 47.89%-39.2pp | 32.23%-23.6pp | 48.65%-40.0pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,600 | $2,070+25.6% | $4,871-46.6% | $3,356-22.5% |
| Admin fee / account holder | $15 | $56-74.2% | $13,028-99.9% | $70-79.4% |