Filed May 18, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $135,692 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $40,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $37,115 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,027 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,228 | $88,360+246.6% | $145,433+110.6% | $67,986+350.4% |
| Participation rate | 98.3% | 65.5%+32.8pp | 82.1%+16.2pp | 57.2%+41.1pp |
| Annual return | 19.83% | 63.15%-43.3pp | 66.58%-46.7pp | 31.67%-11.8pp |
| Employer contribution / active EE | $21,798 | $3,054+613.8% | $4,554+378.6% | $2,019+979.8% |
| Participant deferral / active EE | $16,281 | $5,932+174.5% | $7,897+106.2% | $3,358+384.8% |
| Admin fee / account holder | $815 | $3,313-75.4% | $13,129-93.8% | $3,203-74.5% |