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 INSU AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $775 |
HUNNEX AND SHOEMAKER, INC.3 years Service code 49 536 1ST AVE S · SEATTLE, WA 98104 | Other Services | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,276 | $156,398-88.3% | $147,318-87.6% | $138,895-86.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 15.41% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $12,427 | $4,853+156.1% | $4,593+170.6% | $4,194+196.3% |
| Participant deferral / active EE | $9,275 | $8,237+12.6% | $7,906+17.3% | $6,396+45.0% |
| Admin fee / account holder | $124 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |