Filed May 13, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $234,654 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $178,967 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $138,728 |
Filed as: VOYA INSTITUTIONAL TRUST COMPANY Service code 20 · EIN 04-3516284 | Trustee (directed); Trustee (individual) | $64,982 |
EISNERAMPER LLP3 years Filed as: EISNER AMPER, LLC Service code 10 · EIN 87-1363769 | Accounting | $55,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,517 | $112,582+97.6% | $105,624+110.7% | $200,096+11.2% |
| Participation rate | 88.8% | 86.3%+2.6pp | 75.3%+13.6pp | 72.0%+16.8pp |
| Annual return | 1.64% | 15.58%-13.9pp | 116.20%-114.6pp | 34.26%-32.6pp |
| Employer contribution / active EE | $11,314 | $4,580+147.0% | $3,168+257.2% | $3,038+272.5% |
| Participant deferral / active EE | $9,707 | $6,655+45.9% | $5,013+93.6% | $5,090+90.7% |
| Admin fee / account holder | $216 | $107+102.0% | $10,961-98.0% | $269-19.8% |