Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $1,533 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 71-0294708 | Other Services | $0 |
Service code 99 · EIN 61-1758632 | Other Fees | $0 |
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 | $27,514 | $51,169-46.2% | $108,753-74.7% | $65,191-57.8% |
| Participation rate | 43.2% | 47.1%-3.9pp | 71.1%-27.8pp | 63.0%-19.8pp |
| Annual return | 17.62% | 15.72%+1.9pp | 37.47%-19.8pp | 51.24%-33.6pp |
| Employer contribution / active EE | $942 | $1,535-38.6% | $2,427-61.2% | $2,400-60.7% |
| Participant deferral / active EE | $1,748 | $1,765-0.9% | $4,115-57.5% | $2,671-34.6% |
| Admin fee / account holder | $311 | $1,722-81.9% | $10,320-97.0% | $907-65.7% |