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 |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS Service code 99 · EIN 47-0648506 | Other Fees | $8,790 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 99 · EIN 45-0514557 P.O. BOX 55757 · BOSTON, MA 02205 | Other Fees | $7,028 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $559 |
Service code 15 | Recordkeeping | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,953 | $58,895-39.0% | $178,503-79.9% | $73,497-51.1% |
| Participation rate | 18.3% | 66.2%-48.0pp | 81.9%-63.7pp | 70.7%-52.4pp |
| Annual return | 12.91% | 24.86%-12.0pp | 151.12%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $910 | $2,567-64.5% | $5,202-82.5% | $3,740-75.7% |
| Admin fee / account holder | $203 | $400-49.3% | $13,987-98.5% | $513-60.4% |