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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PN SERVICES, LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $1,706,000 |
ERNST & YOUNG LLP4+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $129,000 |
Filed as: MERRILL COMMUNICATIONS LLC Service code 14 · EIN 41-2007271 | Plan Administrator | $94,000 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $92,000 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $37,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,153 | $49,973+260.5% | $83,831+114.9% | $73,367+145.6% |
| Participation rate | 70.9% | 77.8%-6.9pp | 76.1%-5.2pp | 69.5%+1.5pp |
| Annual return | -5.05% | 0.83%-5.9pp | 850.99%-856.0pp | 173.45%-178.5pp |
| Employer contribution / active EE | $5,823 | $3,293+76.8% | $3,631+60.4% | $2,499+133.0% |
| Participant deferral / active EE | $7,114 | $2,341+203.9% | $4,082+74.3% | $4,033+76.4% |
| Admin fee / account holder | $120 | $95+26.1% | $5,479-97.8% | $68+75.7% |