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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $39,496 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $30,103 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $0 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $0 |
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 | $101,464 | $136,853-25.9% | $130,298-22.1% | $80,187+26.5% |
| Participation rate | 91.3% | 81.6%+9.6pp | 76.3%+15.0pp | 72.9%+18.3pp |
| Annual return | 21.35% | 22.66%-1.3pp | 38.90%-17.5pp | 40.40%-19.0pp |
| Employer contribution / active EE | $8,537 | $3,395+151.5% | $4,128+106.8% | $2,980+186.5% |
| Participant deferral / active EE | $10,829 | $5,856+84.9% | $6,790+59.5% | $5,016+115.9% |
| Admin fee / account holder | $316 | $184+71.5% | $6,025-94.8% | $145+117.7% |