Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA Service code 99 · EIN 71-0294708 | Other Fees | $144,716 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 99 · EIN 47-1820366 | Other Fees | $11,800 |
USI CONSULTING GROUP3 years Service code 99 · EIN 11-1000111 | Other Fees | $11,176 |
Service code 99 4340 REDWOOD HWY · SAN RAFAE, CA 94903 | Other Fees | $5,833 |
Filed as: VALIC Service code 99 · EIN 74-1625348 | Other Fees | $3,228 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,127 | $47,1270% | $865,637-94.6% | $47,1270% |
| Participation rate | 62.2% | 62.2%0pp | 80.9%-18.7pp | 62.2%0pp |
| Annual return | 15.04% | 8.65%+6.4pp | 10.03%+5.0pp | 8.65%+6.4pp |
| Employer contribution / active EE | $1,304 | $3,549-63.3% | $24,586-94.7% | $3,549-63.3% |
| Participant deferral / active EE | $4,179 | $7,887-47.0% | $4,220-1.0% | $7,887-47.0% |
| Admin fee / account holder | $211 | $2110% | $13,124-98.4% | $2110% |