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: EMPOER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,989 |
CONSULTIVA INTERNATIONAL1 year Filed as: CONSULTIVA WEALTH MANAGEMENT CORP Service code 27 250 AVS MUNOZ RIVERA STE 1420 · SAN JUAN, PR 00918 | Advisory (Plan) | $898 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,154 | $50,919-84.0% | $155,556-94.8% | $77,762-89.5% |
| Participation rate | 37.6% | 63.1%-25.4pp | 78.2%-40.6pp | 70.6%-32.9pp |
| Annual return | 10.80% | 34.84%-24.0pp | 64.84%-54.0pp | 31.27%-20.5pp |
| Employer contribution / active EE | $93 | $1,991-95.3% | $4,675-98.0% | $2,728-96.6% |
| Participant deferral / active EE | $430 | $2,824-84.8% | $5,631-92.4% | $4,651-90.8% |
| Admin fee / account holder | $32 | $437-92.8% | $15,885-99.8% | $433-92.7% |