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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $18,137 |
RSM US LLP1+ years Filed as: MCGLADREY, LLP Service code 99 · EIN 42-0714325 | Other Fees | $10,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI 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 | $118,525 | $57,096+107.6% | $94,229+25.8% | $55,191+114.8% |
| Participation rate | 93.6% | 75.7%+18.0pp | 78.8%+14.9pp | 69.2%+24.5pp |
| Annual return | 1.27% | 159.65%-158.4pp | 10.68%-9.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $3,371 | $1,708+97.4% | $3,587-6.0% | $1,899+77.5% |
| Participant deferral / active EE | $5,444 | $3,165+72.0% | $4,320+26.0% | $3,046+78.7% |
| Admin fee / account holder | $101 | $89+13.3% | $6,269-98.4% | $91+11.3% |