Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 28 · EIN 04-3516284 | Investment Management | $150,136 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $56,250 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $36,688 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,435 | $45,000-45.7% | $143,797-83.0% | $77,906-68.6% |
| Participation rate | 73.5% | 66.8%+6.7pp | 80.3%-6.8pp | 73.7%-0.2pp |
| Annual return | -14.27% | 29.03%-43.3pp | -0.04%-14.2pp | 12.16%-26.4pp |
| Employer contribution / active EE | $2,058 | $1,870+10.1% | $4,952-58.5% | $2,846-27.7% |
| Participant deferral / active EE | $2,070 | $3,157-34.4% | $5,638-63.3% | $4,805-56.9% |
| Admin fee / account holder | $93 | $98-5.8% | $14,679-99.4% | $133-30.1% |