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 |
|---|---|---|
RETIREMENT FUND MGMT1 year Filed as: RETIREMENT FUND MANAGEMENT Service code 99 · EIN 58-2223362 | Other Fees | $4,380 |
MY BENEFITS, LLC1 year Service code 49 · EIN 45-2098380 | Other Services | $3,378 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,175 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $22 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $4,979 | $50,902-90.2% | $155,534-96.8% | $77,736-93.6% |
| Participation rate | 45.2% | 63.1%-17.9pp | 78.2%-33.0pp | 70.6%-25.4pp |
| Annual return | 10.31% | 34.85%-24.5pp | 64.92%-54.6pp | 31.26%-21.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $437 | $2,824-84.5% | $5,630-92.2% | $4,651-90.6% |
| Admin fee / account holder | $73 | $437-83.2% | $15,900-99.5% | $433-83.1% |