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 | $316,530 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $162,817 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $131,250 |
KPMG LLP7+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $47,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,828 | $114,195+107.4% | $106,554+122.3% | $93,010+154.6% |
| Participation rate | 96.8% | 86.4%+10.4pp | 76.1%+20.7pp | 73.9%+22.9pp |
| Annual return | 13.64% | 22.18%-8.5pp | 26.80%-13.2pp | 158.70%-145.1pp |
| Employer contribution / active EE | $10,495 | $4,009+161.8% | $2,819+272.3% | $2,705+288.0% |
| Participant deferral / active EE | $8,025 | $5,908+35.8% | $4,398+82.4% | $4,561+75.9% |
| Admin fee / account holder | $234 | $105+123.3% | $7,408-96.8% | $152+54.2% |