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 RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $20,882 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUM SMITH AND BROWN Service code 99 · EIN 11-1000111 | Other Fees | $17,732 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,099 | $84,499+88.3% | $125,391+26.9% | $66,949+137.6% |
| Participation rate | 78.5% | 76.4%+2.1pp | 82.4%-3.9pp | 69.8%+8.7pp |
| Annual return | -15.67% | -8.49%-7.2pp | 572.41%-588.1pp | 1.57%-17.2pp |
| Employer contribution / active EE | $2,375 | $3,554-33.2% | $4,816-50.7% | $2,545-6.7% |
| Participant deferral / active EE | $6,890 | $6,785+1.5% | $7,448-7.5% | $4,239+62.5% |
| Admin fee / account holder | $78 | $685-88.7% | $10,009-99.2% | $594-86.9% |