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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY COMPANY · NEW YORK, NY 10169 | 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 | $41,221 | $59,535-30.8% | $90,161-54.3% | $62,293-33.8% |
| Participation rate | 69.2% | 73.0%-3.8pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 40.32% | 23.53%+16.8pp | 34.89%+5.4pp | 28.90%+11.4pp |
| Employer contribution / active EE | $4,467 | $1,826+144.7% | $3,318+34.6% | $2,042+118.8% |
| Participant deferral / active EE | $7,692 | $4,639+65.8% | $5,287+45.5% | $3,169+142.7% |
| Admin fee / account holder | $20 | $337-94.0% | $5,943-99.7% | $479-95.8% |