Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,799 |
Filed as: VOYA RETIREMENT INS. & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,799 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,357 | $91,559+140.7% | $133,978+64.5% | $79,856+175.9% |
| Participation rate | 89.1% | 73.3%+15.8pp | 79.8%+9.3pp | 69.6%+19.5pp |
| Annual return | 165.70% | 61.85%+103.9pp | 45.10%+120.6pp | 31.71%+134.0pp |
| Employer contribution / active EE | $7,395 | $2,384+210.2% | $3,919+88.7% | $2,471+199.3% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $11,294 | $6,321+78.7% | $8,930+26.5% | $5,306+112.8% |