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 INSURANCE & ANNUITY CO Service code 49 | Other Services | $5,522 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,668 |
Filed as: NATIONAL PENSION Service code 49 · EIN 45-0478171 2435 ROUTE 6 · BREWSTER, NY 10509 | Other Services | $0 |
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,301 | $55,437-7.5% | $155,534-67.0% | $74,459-31.1% |
| Participation rate | 75.9% | 61.9%+14.0pp | 78.2%-2.3pp | 67.2%+8.7pp |
| Annual return | 13.08% | 269.58%-256.5pp | 64.92%-51.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $418 | $2,266-81.5% | $4,675-91.1% | $2,626-84.1% |
| Participant deferral / active EE | $3,299 | $2,837+16.3% | $5,630-41.4% | $4,350-24.1% |
| Admin fee / account holder | $146 | $1,742-91.6% | $15,900-99.1% | $1,945-92.5% |