Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $75,364 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 99 · EIN 23-2697799 | Other Fees | $35,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,893 | $59,054-52.8% | $97,260-71.3% | $77,736-64.1% |
| Participation rate | 64.1% | 67.9%-3.8pp | 72.7%-8.6pp | 70.6%-6.5pp |
| Annual return | 14.33% | 16.96%-2.6pp | 75.54%-61.2pp | 31.26%-16.9pp |
| Employer contribution / active EE | $1,634 | $1,742-6.2% | $2,721-39.9% | $2,728-40.1% |
| Participant deferral / active EE | $3,476 | $3,930-11.5% | $4,262-18.4% | $4,651-25.3% |
| Admin fee / account holder | $313 | $346-9.7% | $5,640-94.5% | $433-27.8% |