Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $20,085 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 | Advisory (Plan) | $10,413 |
WINDES, INC.1 year Filed as: WINDES Service code 99 · EIN 95-3001179 | Other Fees | $5,172 |
Filed as: VOYA RETIREMENT INS. & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $37,315 | $42,582-12.4% | $171,082-78.2% | $57,658-35.3% |
| Participation rate | 81.9% | 63.9%+18.0pp | 76.7%+5.3pp | 70.2%+11.7pp |
| Annual return | 7.40% | 308.67%-301.3pp | 32.56%-25.2pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,527 | $1,306+93.5% | $4,002-36.9% | $1,974+28.0% |
| Participant deferral / active EE | $0 | $2,933-100.0% | $4,797-100.0% | $3,061-100.0% |
| Admin fee / account holder | $136 | $82+65.3% | $8,520-98.4% | $95+43.9% |