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 64 · EIN 71-0294708 | Recordkeeping Fees | $45,300 |
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 99 · EIN 52-1396995 | Other Fees | $16,847 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,296 | $52,293-74.6% | $178,499-92.6% | $73,412-81.9% |
| Participation rate | 88.3% | 65.3%+22.9pp | 81.9%+6.4pp | 72.2%+16.1pp |
| Annual return | 16.00% | 34.75%-18.7pp | 151.10%-135.1pp | 59.30%-43.3pp |
| Employer contribution / active EE | $1,798 | $1,735+3.6% | $5,011-64.1% | $2,234-19.5% |
| Participant deferral / active EE | $975 | $2,332-58.2% | $5,202-81.3% | $3,806-74.4% |
| Admin fee / account holder | $122 | $127-4.5% | $13,986-99.1% | $158-23.0% |