Filed January 12, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA ADVISORS LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $616,611 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $460,775 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $137,498 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $129,772 |
WILLIS TOWERS WATSON US LLC2 years 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $150,622 | $166,271-9.4% | $53,647+180.8% | $166,271-9.4% |
| Participation rate | 17.0% | 79.1%-62.1pp | 56.3%-39.3pp | 79.1%-62.1pp |
| Annual return | 15.72% | 15.58%+0.1pp | 358.33%-342.6pp | 15.58%+0.1pp |
| Employer contribution / active EE | $907 | $4,136-78.1% | $962-5.7% | $4,136-78.1% |
| Participant deferral / active EE | $1,563 | $7,214-78.3% | $1,813-13.8% | $7,214-78.3% |
| Admin fee / account holder | $171 | $445-61.6% | $2,460-93.1% | $445-61.6% |