Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 99 · EIN 71-0294708 | Other Fees | $56,663 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 99 · EIN 93-0987232 | Other Fees | $37,500 |
BERRY DUNN2 years Filed as: BERRY DUNN MCNEIL PARKER, LLC Service code 99 · EIN 01-0523282 | Other Fees | $14,440 |
ASCENSUS LLC1 year Filed as: ACENSUS Service code 99 · EIN 82-3719843 | Other Fees | $13,504 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,924 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,094 | $106,247+75.2% | $147,096+26.5% | $77,714+139.5% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 13.73% | 56.87%-43.1pp | 419.75%-406.0pp | 31.26%-17.5pp |
| Employer contribution / active EE | $5,843 | $4,069+43.6% | $4,936+18.4% | $2,727+114.3% |
| Participant deferral / active EE | $9,875 | $7,996+23.5% | $8,071+22.4% | $4,649+112.4% |
| Admin fee / account holder | $318 | $338-5.9% | $13,005-97.6% | $433-26.6% |