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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,066 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 99 | Other Fees | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 · EIN 93-0987232 | Other Fees | $0 |
THE ALLOCATION COMPANY2 years Service code 49 · EIN 71-0294708 STE 500 800 TOWN AND COUNTRY BLVD · HOUSTON, TX 77024 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,238 | $106,264-22.6% | $147,117-44.1% | $77,762+5.8% |
| Participation rate | 52.5% | 78.4%-25.9pp | 82.2%-29.7pp | 70.6%-18.1pp |
| Annual return | 14.71% | 56.94%-42.2pp | 420.54%-405.8pp | 31.27%-16.6pp |
| Employer contribution / active EE | $1,547 | $4,074-62.0% | $4,932-68.6% | $2,728-43.3% |
| Participant deferral / active EE | $3,353 | $8,003-58.1% | $8,065-58.4% | $4,651-27.9% |
| Admin fee / account holder | $72 | $334-78.4% | $12,993-99.4% | $433-83.3% |