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 |
|---|---|---|
TRUOG-RYDING COMPANY, INC.2 years Service code 49 | Other Services | $9,812 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $4,669 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,370 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING COMPANY INC. Service code 49 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,918 | $76,112+68.1% | $96,544+32.5% | $71,529+78.8% |
| Participation rate | 73.7% | 74.4%-0.7pp | 76.0%-2.3pp | 67.9%+5.7pp |
| Annual return | 16.95% | 22.80%-5.9pp | 25.88%-8.9pp | 28.97%-12.0pp |
| Employer contribution / active EE | $4,001 | $2,248+78.0% | $2,966+34.9% | $2,590+54.5% |
| Participant deferral / active EE | $5,551 | $4,217+31.7% | $4,851+14.4% | $4,291+29.4% |
| Admin fee / account holder | $50 | $2,708-98.2% | $8,254-99.4% | $1,588-96.9% |