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 INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $35,472 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDIO, LLC Service code 26 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Advisory (Participants) | $27,352 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Participants) | $24,606 |
RYAN LABS ASSET MANAGEMENT3 years Filed as: RYAN MURPHY Service code 26 | Advisory (Participants) | $16,578 |
DANIEL & DUNCAN, LLC3 years Service code 10 · EIN 20-3751915 23 CHATHAM CENTER SOUTH DRIVE · SAVANNAH, GA 31405 | Accounting | $15,400 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,708 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,705 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 MML INVESTOR SERVICES · BOSTON, MA 02266 | Other Commissions | $147 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION STUDIO Service code 49 | Other Services | $44 |
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 | $80,510 | $62,928+27.9% | $172,755-53.4% | $67,579+19.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 19.10% | 30.36%-11.3pp | 802.94%-783.8pp | 378.56%-359.5pp |
| Employer contribution / active EE | $3,039 | $1,636+85.7% | $5,144-40.9% | $2,148+41.5% |
| Participant deferral / active EE | $4,404 | $2,145+105.3% | $5,198-15.3% | $3,539+24.4% |
| Admin fee / account holder | $193 | $167+15.5% | $13,955-98.6% | $142+35.3% |