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 |
|---|---|---|
Filed as: SCOTT MILLER CPA AND ASSOCIATES Service code 99 · EIN 87-3523115 | Other Fees | $24,266 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 99 · EIN 93-0998477 | Other Fees | $4,863 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $610 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 36-3297908 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,213 | $58,627-57.0% | $76,735-67.1% | $82,448-69.4% |
| Participation rate | 72.7% | 63.2%+9.5pp | 69.5%+3.2pp | 68.1%+4.7pp |
| Annual return | 10.39% | 39.10%-28.7pp | 29.77%-19.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,757 | $3,134-12.0% | $4,088-32.6% | $4,139-33.4% |
| Admin fee / account holder | $247 | $5,323-95.4% | $7,189-96.6% | $7,234-96.6% |