Filed July 20, 2017
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 10 · EIN 35-0145825 | Accounting | $30,350 |
PYA, P.C.1 year Filed as: PYA P.C. Service code 10 · EIN 62-1517792 | Accounting | $0 |
Filed as: VOYA FINANCIAL Service code 28 · EIN 58-0566250 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,363 | $37,196+43.5% | $154,108-65.4% | $55,725-4.2% |
| Participation rate | 51.3% | 64.1%-12.8pp | 83.0%-31.7pp | 70.9%-19.5pp |
| Annual return | -4.17% | 1319.68%-1323.8pp | 735.21%-739.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $684 | $1,614-57.6% | $5,298-87.1% | $2,078-67.1% |
| Participant deferral / active EE | $2,992 | $2,068+44.7% | $5,081-41.1% | $3,356-10.8% |
| Admin fee / account holder | $10 | $102-89.9% | $13,411-99.9% | $115-91.1% |