Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | Advisory (Participants) | $4,456 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 · EIN 71-0294708 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,108 | $106,230-75.4% | $147,080-82.2% | $77,736-66.4% |
| Participation rate | 44.3% | 78.4%-34.1pp | 82.2%-37.9pp | 70.6%-26.3pp |
| Annual return | 18.04% | 56.91%-38.9pp | 420.17%-402.1pp | 31.26%-13.2pp |
| Employer contribution / active EE | $1,161 | $4,072-71.5% | $4,933-76.5% | $2,728-57.4% |
| Participant deferral / active EE | $2,517 | $8,001-68.5% | $8,066-68.8% | $4,651-45.9% |
| Admin fee / account holder | $70 | $338-79.4% | $12,989-99.5% | $433-83.9% |