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 | $289,217 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $277,277 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $174,564 |
Filed as: VOYA INSTITUTIONAL TRUST COMPANY Service code 20 · EIN 04-3516284 | Trustee (directed); Trustee (individual) | $85,344 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER, LLC Service code 10 · EIN 87-1363769 | Accounting | $59,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,456 | $104,631+102.1% | $98,462+114.8% | $80,187+163.7% |
| Participation rate | 97.4% | 87.5%+9.9pp | 75.2%+22.3pp | 72.9%+24.5pp |
| Annual return | 15.81% | 34.72%-18.9pp | 21.20%-5.4pp | 40.40%-24.6pp |
| Employer contribution / active EE | $11,409 | $4,517+152.6% | $3,049+274.2% | $2,980+282.9% |
| Participant deferral / active EE | $9,205 | $6,545+40.6% | $4,738+94.3% | $5,016+83.5% |
| Admin fee / account holder | $263 | $105+150.5% | $8,875-97.0% | $145+81.1% |