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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 55-3818511 | Recordkeeping Fees | $32,475 |
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 | $35,206 | $95,090-63.0% | $211,142-83.3% | $64,728-45.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.3%+12.7pp | 57.9%+42.1pp |
| Annual return | 12.29% | 49.50%-37.2pp | 46.84%-34.5pp | 49.38%-37.1pp |
| Employer contribution / active EE | $6,048 | $4,313+40.2% | $6,442-6.1% | $2,243+169.7% |
| Participant deferral / active EE | $0 | $6,774-100.0% | $9,284-100.0% | $2,729-100.0% |
| Admin fee / account holder | $41 | $538-92.4% | $19,076-99.8% | $1,145-96.4% |