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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $98 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,934 | $77,677-83.3% | $109,173-88.2% | $79,391-83.7% |
| Participation rate | 71.1% | 67.8%+3.3pp | 75.9%-4.8pp | 70.7%+0.4pp |
| Annual return | 12.13% | 23.44%-11.3pp | 25.75%-13.6pp | 116.88%-104.7pp |
| Employer contribution / active EE | $1,185 | $2,798-57.7% | $3,723-68.2% | $2,428-51.2% |
| Participant deferral / active EE | $1,809 | $3,517-48.6% | $4,654-61.1% | $4,046-55.3% |
| Admin fee / account holder | $17 | $732-97.7% | $6,755-99.7% | $627-97.3% |