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 |
|---|---|---|
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $36,081 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,145 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 41-0945505 | Advisory (Plan) | $33,129 |
EDBERG & PERRY INC2 years Filed as: EDBERG PERRY, LLC Service code 13 · EIN 86-0738258 | Contract Administrator | $15,916 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,745 | $61,166+33.6% | $185,837-56.0% | $79,393+3.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.94% | 19.45%-5.5pp | 122.08%-108.1pp | 116.87%-102.9pp |
| Employer contribution / active EE | $5,989 | $2,321+158.0% | $5,168+15.9% | $2,428+146.7% |
| Participant deferral / active EE | $6,667 | $2,789+139.1% | $5,568+19.7% | $4,046+64.8% |
| Admin fee / account holder | $431 | $710-39.3% | $16,241-97.3% | $627-31.3% |