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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE & ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $434 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 33 · EIN 51-0116113 | Securities brokerage | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,758 | $82,674-71.3% | $125,381-81.1% | $68,486-65.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.06% | -5.97%-8.1pp | 572.31%-586.4pp | -7.85%-6.2pp |
| Employer contribution / active EE | $4,147 | $3,382+22.6% | $4,815-13.9% | $2,597+59.7% |
| Participant deferral / active EE | $9,522 | $6,111+55.8% | $7,448+27.9% | $4,028+136.4% |
| Admin fee / account holder | $20 | $6,277-99.7% | $10,007-99.8% | $5,404-99.6% |