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: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $786,150 |
MERCER4 years Filed as: MERCER INVESTMENT Service code 26 · EIN 30-0282430 | Advisory (Participants) | $356,766 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $51,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,163 | $56,274-5.5% | $109,923-51.6% | $106,520-50.1% |
| Participation rate | 27.0% | 46.3%-19.3pp | 74.2%-47.2pp | 71.3%-44.3pp |
| Annual return | 16.06% | 27.85%-11.8pp | 29.46%-13.4pp | 19.28%-3.2pp |
| Employer contribution / active EE | $437 | $1,010-56.7% | $2,844-84.6% | $2,840-84.6% |
| Participant deferral / active EE | $875 | $1,973-55.7% | $4,048-78.4% | $4,948-82.3% |
| Admin fee / account holder | $104 | $57+81.9% | $6,070-98.3% | $75+39.3% |