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 INS & ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $4,551 |
Service code 27 | Advisory (Plan) | $274 |
PFS INVESTMENTS1 year Filed as: PRIMERICA FINANCIAL SERVICES INC Service code 55 1 PRIMERICA PARKWAY · DULUTH, GA 30099 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,894 | $80,177-78.9% | $123,894-86.4% | $57,658-70.7% |
| Participation rate | 30.3% | 74.4%-44.1pp | 81.4%-51.1pp | 70.2%-39.9pp |
| Annual return | 9.06% | 17.90%-8.8pp | 47.52%-38.5pp | 5.13%+3.9pp |
| Employer contribution / active EE | $849 | $2,913-70.8% | $4,617-81.6% | $1,974-57.0% |
| Participant deferral / active EE | $657 | $5,130-87.2% | $5,984-89.0% | $3,061-78.5% |
| Admin fee / account holder | $34 | $106-67.6% | $8,357-99.6% | $95-63.5% |