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 |
|---|---|---|
Filed as: M HOLDINGS SECURITY Service code 99 · EIN 91-1802259 | Other Fees | $29,288 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,027 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,127 | $78,275-51.3% | $109,163-65.1% | $86,813-56.1% |
| Participation rate | 74.2% | 73.8%+0.3pp | 75.9%-1.7pp | 72.3%+1.9pp |
| Annual return | 30.10% | 19.14%+11.0pp | 25.75%+4.3pp | 97.93%-67.8pp |
| Employer contribution / active EE | $1,710 | $3,105-44.9% | $3,723-54.1% | $2,406-28.9% |
| Participant deferral / active EE | $2,485 | $3,641-31.7% | $4,654-46.6% | $4,131-39.8% |
| Admin fee / account holder | $104 | $198-47.8% | $6,754-98.5% | $170-38.9% |