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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $431 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $77 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,556 | $65,322-68.5% | $70,476-70.8% | $73,493-72.0% |
| Participation rate | 82.8% | 77.0%+5.8pp | 75.1%+7.7pp | 70.7%+12.1pp |
| Annual return | 3.80% | 15.71%-11.9pp | 109.12%-105.3pp | 28.51%-24.7pp |
| Employer contribution / active EE | $980 | $2,460-60.2% | $2,738-64.2% | $2,270-56.8% |
| Participant deferral / active EE | $1,510 | $3,375-55.3% | $3,710-59.3% | $3,740-59.6% |
| Admin fee / account holder | $4 | $214-97.9% | $3,847-99.9% | $513-99.1% |