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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PN SERVICES, LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $1,291,010 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $175,279 |
ERNST & YOUNG LLP3+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $131,100 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $121,485 |
Filed as: MERRILL COMMUNICATIONS LLC Service code 14 · EIN 41-2007271 | Plan Administrator | $94,258 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $52,553 |
CURCIO WEBB2 years Service code 16 · EIN 36-4171366 | Consulting | $41,412 |
JONES DAY2 years Filed as: JONES DAY REAVIS & POGUE Service code 29 · EIN 34-0319085 | Legal | $6,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,897 | $54,788+244.8% | $92,240+104.8% | $80,976+133.3% |
| Participation rate | 65.1% | 77.1%-11.9pp | 76.5%-11.4pp | 68.3%-3.1pp |
| Annual return | 12.71% | 13.07%-0.4pp | 176.29%-163.6pp | 22.91%-10.2pp |
| Employer contribution / active EE | $6,151 | $3,430+79.3% | $3,680+67.2% | $2,402+156.0% |
| Participant deferral / active EE | $6,162 | $2,438+152.8% | $3,897+58.1% | $3,848+60.1% |
| Admin fee / account holder | $104 | $96+8.4% | $5,194-98.0% | $67+54.1% |