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 | $238,608 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $161,365 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $108,150 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER, LLC Service code 10 · EIN 87-1363769 | Accounting | $57,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,498 | $136,266+44.2% | $90,767+116.5% | $77,906+152.2% |
| Participation rate | 94.7% | 86.6%+8.0pp | 75.7%+19.0pp | 73.7%+21.0pp |
| Annual return | -12.77% | -11.32%-1.4pp | -12.16%-0.6pp | 12.16%-24.9pp |
| Employer contribution / active EE | $11,345 | $4,215+169.2% | $2,922+288.3% | $2,846+298.6% |
| Participant deferral / active EE | $8,396 | $6,353+32.2% | $4,565+83.9% | $4,805+74.7% |
| Admin fee / account holder | $169 | $399-57.7% | $8,445-98.0% | $133+27.1% |