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 26 · EIN 36-3301059 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $1,556 |
Filed as: VOYA RET LIFE INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990104 | Advisory (Participants) | $1,556 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,388 | $36,916-39.4% | $156,551-85.7% | $57,658-61.2% |
| Participation rate | 35.9% | 63.4%-27.6pp | 84.0%-48.1pp | 70.2%-34.3pp |
| Annual return | 6.76% | 12.38%-5.6pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $234 | $1,571-85.1% | $5,501-95.7% | $1,974-88.1% |
| Participant deferral / active EE | $1,519 | $1,926-21.1% | $4,871-68.8% | $3,061-50.4% |
| Admin fee / account holder | $2 | $82-97.1% | $13,028-100.0% | $95-97.5% |