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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 64 · EIN 36-4317381 | Recordkeeping Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,192 | $93,351+5.2% | $62,929+56.0% | $79,634+23.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 73.1%+26.9pp | 62.5%+37.5pp |
| Annual return | 9.85% | 14.37%-4.5pp | 1063.93%-1054.1pp | 36.46%-26.6pp |
| Employer contribution / active EE | $898 | $3,135-71.4% | $2,505-64.2% | $2,529-64.5% |
| Participant deferral / active EE | $2,202 | $3,921-43.8% | $3,888-43.4% | $3,835-42.6% |
| Admin fee / account holder | $337 | $229+46.9% | $5,065-93.4% | $1,002-66.4% |