Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $19,213 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 16 909 LOCUST STREET · DES MOINES, IA 50309 | Consulting | $10,558 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,496 | $61,166-69.8% | $185,849-90.0% | $79,391-76.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.69% | 19.45%-6.8pp | 122.10%-109.4pp | 116.88%-104.2pp |
| Employer contribution / active EE | $1,253 | $2,321-46.0% | $5,169-75.8% | $2,428-48.4% |
| Participant deferral / active EE | $1,283 | $2,789-54.0% | $5,569-77.0% | $4,046-68.3% |
| Admin fee / account holder | $91 | $710-87.2% | $16,244-99.4% | $627-85.5% |