Filed May 13, 2021 (most recent of 4 filings on file)
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 |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $328,628 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $219,577 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $190,700 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $89,952 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $60,715 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867446 | Investment Management | $14,406 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,909 | $81,321+123.7% | $68,509+165.5% | $59,188+207.3% |
| Participation rate | 96.2% | 83.8%+12.3pp | 74.7%+21.4pp | 69.4%+26.7pp |
| Annual return | 0.35% | 4.65%-4.3pp | 8.27%-7.9pp | 5.51%-5.2pp |
| Employer contribution / active EE | $7,700 | $3,297+133.6% | $2,278+238.0% | $2,098+267.0% |
| Participant deferral / active EE | $6,012 | $4,592+30.9% | $3,382+77.7% | $3,265+84.1% |
| Admin fee / account holder | $368 | $62+495.5% | $5,275-93.0% | $92+298.7% |