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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $79,490 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 99 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Other Fees | $71,381 |
GOLDMAN SACHS1 year Filed as: FGMK PRESERVATION CAPITAL PARTNERS Service code 99 · EIN 20-5122562 | Other Fees | $5,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,530 | $99,957+148.6% | $149,745+66.0% | $73,497+238.2% |
| Participation rate | 94.7% | 75.7%+19.0pp | 82.5%+12.2pp | 70.7%+24.0pp |
| Annual return | 13.51% | 53.87%-40.4pp | 276.72%-263.2pp | 28.51%-15.0pp |
| Employer contribution / active EE | $500 | $3,191-84.3% | $4,646-89.2% | $2,270-78.0% |
| Participant deferral / active EE | $13,154 | $6,073+116.6% | $6,843+92.2% | $3,740+251.7% |
| Admin fee / account holder | $596 | $551+8.3% | $9,312-93.6% | $513+16.2% |