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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 | Advisory (Plan) | $63 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $11,359 | $32,425-65.0% | $74,577-84.8% | $55,167-79.4% |
| Participation rate | 22.4% | 54.0%-31.6pp | 68.1%-45.7pp | 69.0%-46.6pp |
| Annual return | 0.00% | 10.63%-10.6pp | 20.47%-20.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,637 | $1,995+32.2% | $3,458-23.7% | $3,054-13.6% |
| Admin fee / account holder | $6 | $748-99.2% | $4,138-99.9% | $504-98.8% |