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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $805,093 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $271,759 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 99 · EIN 36-3145972 | Other Fees | $93,685 |
COHNREZNICK LLP1 year Service code 99 · EIN 22-1478099 | Other Fees | $39,500 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK AND Service code 99 · EIN 57-1044820 | Other Fees | $22,301 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,551 | $244,991-63.4% | $105,624-15.2% | $106,553-16.0% |
| Participation rate | 47.1% | 88.4%-41.3pp | 75.3%-28.2pp | 69.8%-22.7pp |
| Annual return | 14.00% | 13.48%+0.5pp | 116.20%-102.2pp | 17.37%-3.4pp |
| Employer contribution / active EE | $1,542 | $8,816-82.5% | $3,168-51.3% | $3,359-54.1% |
| Participant deferral / active EE | $2,912 | $11,442-74.5% | $5,013-41.9% | $5,562-47.6% |
| Admin fee / account holder | $172 | $88+95.7% | $10,961-98.4% | $80+116.1% |