Filed June 30, 2022
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: ROYAL ALLIANCE ASSOC Service code 99 · EIN 04-2442399 | Other Fees | $20,000 |
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 99 · EIN 22-2000222 | Other Fees | $13,400 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $5,298 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVEST MGT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,174 | $88,515-38.8% | $162,177-66.6% | $67,579-19.8% |
| Participation rate | 93.3% | 86.8%+6.5pp | 87.6%+5.8pp | 71.3%+22.1pp |
| Annual return | 21.25% | 27.04%-5.8pp | 115.60%-94.3pp | 378.56%-357.3pp |
| Employer contribution / active EE | $2,508 | $3,563-29.6% | $5,613-55.3% | $2,148+16.8% |
| Participant deferral / active EE | $5,854 | $5,724+2.3% | $7,297-19.8% | $3,539+65.4% |
| Admin fee / account holder | $88 | $124-28.7% | $10,843-99.2% | $142-38.1% |