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: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 6400 MAIN STREET, SUITE 210 · WILLIAMSVILLE, NY 14221 | Contract Administrator | $6,902 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $6,454 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,983 |
VALIANT RETIRE INC.1 year Service code 15 · EIN 87-1649469 | Recordkeeping | $860 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,830 | $55,437-57.0% | $155,534-84.7% | $74,459-68.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.65% | 269.58%-253.9pp | 64.92%-49.3pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $2,744 | $2,266+21.1% | $4,675-41.3% | $2,626+4.5% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $96 | $1,742-94.5% | $15,900-99.4% | $1,945-95.0% |