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 |
|---|---|---|
HARPER DANESH LLC2+ years Service code 11 · EIN 27-3395775 | Actuarial | $30,070 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $9,142 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,095 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | -2.37% | 4.39%-6.8pp | 4.07%-6.4pp | 4.56%-6.9pp |
| Employer contribution / active EE | $7,487 | $12,633-40.7% | $36,235-79.3% | $15,526-51.8% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |