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: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $20,601 |
FARMERS TRUST COMPANY2 years Filed as: FARMERS TRUST CO DBA NATIONAL ASSOC Service code 49 | Other Services | $4,136 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488449 | Advisory (Participants) | $2,844 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,218 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,449 | $31,741-76.5% | $56,025-86.7% | $200,096-96.3% |
| Participation rate | 4.4% | 32.3%-28.0pp | 52.5%-48.1pp | 72.0%-67.6pp |
| Annual return | 10.20% | 14.72%-4.5pp | 1712.69%-1702.5pp | 34.26%-24.1pp |
| Employer contribution / active EE | $9 | $508-98.3% | $1,042-99.2% | $3,038-99.7% |
| Participant deferral / active EE | $129 | $1,184-89.1% | $1,955-93.4% | $5,090-97.5% |
| Admin fee / account holder | $50 | $426-88.3% | $2,828-98.2% | $269-81.4% |