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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,766 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,440 | $49,471-30.4% | $79,583-56.7% | $66,949-48.6% |
| Participation rate | 98.6% | 61.4%+37.3pp | 69.5%+29.2pp | 69.8%+28.8pp |
| Annual return | -16.68% | 84.30%-101.0pp | 0.16%-16.8pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,983 | $1,266+56.7% | $2,414-17.8% | $2,545-22.1% |
| Participant deferral / active EE | $4,519 | $3,160+43.0% | $3,986+13.4% | $4,239+6.6% |
| Admin fee / account holder | $104 | $595-82.6% | $6,835-98.5% | $594-82.5% |