Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 93-0987232 | Other Fees | $0 |
Filed as: VOYA FINANCIAL ADVISORS, INC Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,842 | $87,125-86.4% | $108,405-89.1% | $86,821-86.4% |
| Participation rate | 90.9% | 80.5%+10.3pp | 80.1%+10.7pp | 72.3%+18.6pp |
| Annual return | 45.60% | 25.21%+20.4pp | 905.55%-859.9pp | 97.94%-52.3pp |
| Employer contribution / active EE | $933 | $2,477-62.3% | $3,559-73.8% | $2,406-61.2% |
| Participant deferral / active EE | $3,711 | $6,944-46.6% | $6,563-43.4% | $4,132-10.2% |
| Admin fee / account holder | $19 | $130-85.5% | $7,297-99.7% | $170-88.9% |