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: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 P. O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $3,628 |
Filed as: ADVANTAX INVESTMENT SERVICES INC Service code 99 · EIN 75-1869963 3200 OLYMPUS BLVD SUITE 100 · DALLAS, TX 75019 | Other Fees | $0 |
MORNINGSTAR9 years Filed as: MORNING STAR Service code 27 · EIN 36-3297908 ONE ORANGE WAY · WINDSOR, CT 060954774 | Advisory (Plan) | $0 |
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 | $81,035 | $81,358-0.4% | $155,556-47.9% | $80,959+0.1% |
| Participation rate | 94.7% | 66.3%+28.4pp | 78.2%+16.5pp | 67.7%+27.0pp |
| Annual return | 14.76% | 33.39%-18.6pp | 64.84%-50.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $3,997 | $3,106+28.7% | $4,675-14.5% | $2,757+45.0% |
| Participant deferral / active EE | $5,799 | $3,455+67.8% | $5,631+3.0% | $4,300+34.9% |
| Admin fee / account holder | $51 | $7,994-99.4% | $15,885-99.7% | $6,925-99.3% |