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) | $59,479 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $19,385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,647 | $86,922-26.8% | $102,438-37.9% | $80,874-21.3% |
| Participation rate | 90.7% | 72.4%+18.4pp | 76.5%+14.2pp | 67.6%+23.1pp |
| Annual return | 15.88% | 18.90%-3.0pp | 29.37%-13.5pp | 35.62%-19.7pp |
| Employer contribution / active EE | $3,169 | $2,369+33.8% | $3,024+4.8% | $2,756+15.0% |
| Participant deferral / active EE | $8,887 | $4,119+115.8% | $5,054+75.9% | $4,297+106.8% |
| Admin fee / account holder | $403 | $8,050-95.0% | $9,448-95.7% | $6,935-94.2% |