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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,224 |
TRUOG-RYDING COMPANY, INC.3 years Service code 49 | Other Services | $11,703 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $7,715 |
TRUOG-RYDING COMPANY, INC.3 years Filed as: TRUOG-RYDING COMPANY INC. Service code 49 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,282 | $79,209+54.4% | $102,434+19.4% | $74,459+64.2% |
| Participation rate | 97.6% | 74.8%+22.9pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | 13.87% | 54.98%-41.1pp | 29.46%-15.6pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $4,261 | $2,362+80.3% | $3,023+40.9% | $2,626+62.3% |
| Participant deferral / active EE | $5,864 | $4,417+32.7% | $5,055+16.0% | $4,350+34.8% |
| Admin fee / account holder | $66 | $2,002-96.7% | $9,462-99.3% | $1,945-96.6% |