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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 30 · EIN 04-3516284 | Participant loan processing; Employee... | $355,218 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $114,723 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,197 | $59,339-66.0% | $149,673-86.5% | $103,482-80.5% |
| Participation rate | 84.7% | 70.2%+14.5pp | 78.8%+5.9pp | 73.3%+11.4pp |
| Annual return | 15.81% | 77.78%-62.0pp | 134.42%-118.6pp | 33.11%-17.3pp |
| Employer contribution / active EE | $0 | $2,178-100.0% | $4,818-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $3,366 | $3,716-9.4% | $5,680-40.7% | $5,207-35.4% |
| Admin fee / account holder | $135 | $103+31.5% | $13,210-99.0% | $114+18.7% |