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 55-5000555 | Other Fees | $12,000 |
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 | $21,062 | $51,207-58.9% | $70,565-70.2% | $75,177-72.0% |
| Participation rate | 83.5% | 61.0%+22.6pp | 68.4%+15.2pp | 67.2%+16.3pp |
| Annual return | 8.57% | 30.05%-21.5pp | 32.79%-24.2pp | 160.75%-152.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,268 | $2,850-20.4% | $4,568-50.4% | $4,126-45.0% |
| Admin fee / account holder | $153 | $4,097-96.3% | $6,430-97.6% | $5,651-97.3% |