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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PN SERVICES, LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $2,118,000 |
ERNST & YOUNG LLP6+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $129,000 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $88,000 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $21,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,325 | $73,497+212.0% | $101,275+126.4% | $93,223+146.0% |
| Participation rate | 81.5% | 84.5%-3.0pp | 75.8%+5.7pp | 74.9%+6.6pp |
| Annual return | 9.83% | 11.66%-1.8pp | 46.46%-36.6pp | 19.29%-9.5pp |
| Employer contribution / active EE | $7,103 | $3,600+97.3% | $3,660+94.1% | $2,680+165.1% |
| Participant deferral / active EE | $8,691 | $3,303+163.1% | $4,370+98.9% | $4,563+90.5% |
| Admin fee / account holder | $156 | $121+29.3% | $5,948-97.4% | $79+97.5% |