Filed January 12, 2022 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA ADVISORS LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $566,354 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $348,086 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $195,775 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $125,265 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 17 · EIN 52-1868818 | Pension Consulting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,697 | $52,172+163.9% | $56,025+145.8% | $106,553+29.2% |
| Participation rate | 19.6% | 32.5%-13.0pp | 52.5%-33.0pp | 69.8%-50.3pp |
| Annual return | 11.26% | 17.21%-6.0pp | 1712.69%-1701.4pp | 17.37%-6.1pp |
| Employer contribution / active EE | $1,028 | $613+67.9% | $1,042-1.3% | $3,359-69.4% |
| Participant deferral / active EE | $1,802 | $1,424+26.6% | $1,955-7.8% | $5,562-67.6% |
| Admin fee / account holder | $175 | $90+93.8% | $2,828-93.8% | $80+120.1% |