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 | Advisory (Participants) | $16,430 |
INTRUST BANK, N.A.1 year Filed as: INTRUST BANK N.A. Service code 99 · EIN 48-0477525 | Other Fees | $9,052 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,491 | $66,319-51.0% | $93,614-65.3% | $65,185-50.2% |
| Participation rate | 53.8% | 74.0%-20.2pp | 75.8%-22.0pp | 70.2%-16.4pp |
| Annual return | 18.60% | 42.59%-24.0pp | 32.76%-14.2pp | 29.38%-10.8pp |
| Employer contribution / active EE | $986 | $2,013-51.0% | $2,718-63.7% | $2,177-54.7% |
| Participant deferral / active EE | $2,186 | $3,343-34.6% | $4,069-46.3% | $3,514-37.8% |
| Admin fee / account holder | $218 | $6,900-96.8% | $7,889-97.2% | $847-74.3% |