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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $235 |
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 | $21,167 | $33,067-36.0% | $76,518-72.3% | $56,287-62.4% |
| Participation rate | 22.5% | 55.4%-32.9pp | 68.0%-45.5pp | 69.9%-47.3pp |
| Annual return | -7.64% | 2.72%-10.4pp | -0.27%-7.4pp | -9.96%+2.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,778 | $2,240+24.0% | $3,836-27.6% | $3,350-17.1% |
| Admin fee / account holder | $53 | $537-90.2% | $4,849-98.9% | $521-89.9% |