Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $35,805 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $13,509 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,947 | $58,336-57.2% | $97,260-74.4% | $199,960-87.5% |
| Participation rate | 96.7% | 63.8%+33.0pp | 72.7%+24.1pp | 72.0%+24.7pp |
| Annual return | 17.84% | 32.81%-15.0pp | 75.54%-57.7pp | 34.28%-16.4pp |
| Employer contribution / active EE | $2,756 | $1,416+94.6% | $2,721+1.3% | $3,036-9.2% |
| Participant deferral / active EE | $4,717 | $3,240+45.6% | $4,262+10.7% | $5,087-7.3% |
| Admin fee / account holder | $30 | $114-73.7% | $5,640-99.5% | $269-88.9% |