Filed May 13, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $278,866 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $160,863 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $89,733 |
KPMG LLP6+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $68,500 |
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 | $219,459 | $105,190+108.6% | $98,920+121.9% | $90,274+143.1% |
| Participation rate | 97.4% | 86.4%+11.0pp | 76.0%+21.4pp | 73.4%+24.0pp |
| Annual return | 11.79% | 18.52%-6.7pp | 196.47%-184.7pp | 53.97%-42.2pp |
| Employer contribution / active EE | $10,370 | $3,831+170.7% | $2,689+285.6% | $2,523+310.9% |
| Participant deferral / active EE | $7,547 | $5,616+34.4% | $4,245+77.8% | $4,231+78.4% |
| Admin fee / account holder | $191 | $97+96.1% | $6,643-97.1% | $114+67.4% |