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 |
|---|---|---|
Service code 49 | Other Services | $9,903 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $3,179 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,314 |
Filed as: TRUOG-RYDING COMPANY INC. Service code 49 · EIN 71-0294708 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,224 | $65,437+62.3% | $86,698+22.5% | $66,949+58.7% |
| Participation rate | 70.4% | 75.5%-5.0pp | 76.6%-6.1pp | 69.8%+0.6pp |
| Annual return | -17.57% | -10.91%-6.7pp | 35.96%-53.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $3,937 | $2,154+82.8% | $2,837+38.8% | $2,545+54.7% |
| Participant deferral / active EE | $5,226 | $4,102+27.4% | $4,656+12.2% | $4,239+23.3% |
| Admin fee / account holder | $46 | $642-92.8% | $7,492-99.4% | $594-92.2% |