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: CONSOLIDATED FINANCIAL MANAGEMENT G Service code 99 · EIN 31-1612116 | Other Fees | $21,839 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17,195 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,209 | $63,905-71.5% | $74,184-75.5% | $57,658-68.4% |
| Participation rate | 93.6% | 79.8%+13.9pp | 76.6%+17.0pp | 70.2%+23.4pp |
| Annual return | 7.57% | 60.60%-53.0pp | 17.74%-10.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $569 | $1,840-69.1% | $2,370-76.0% | $1,974-71.2% |
| Participant deferral / active EE | $1,021 | $3,448-70.4% | $3,550-71.2% | $3,061-66.6% |
| Admin fee / account holder | $25 | $91-72.1% | $5,586-99.5% | $95-73.1% |