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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,526,608 |
Filed as: VOYA INSTITUTIONAL PN SERVICES, LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $667,581 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $149,000 |
ERNST & YOUNG LLP7+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $124,050 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $64,658 |
DAVIS WRIGHT TREMAINE1 year Service code 11 · EIN 91-0839480 | Actuarial | $6,368 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,159 | $80,412+212.3% | $109,191+130.0% | $101,555+147.3% |
| Participation rate | 79.9% | 84.4%-4.5pp | 75.9%+4.1pp | 74.5%+5.4pp |
| Annual return | 12.56% | 16.17%-3.6pp | 25.76%-13.2pp | 21.00%-8.4pp |
| Employer contribution / active EE | $7,182 | $3,731+92.5% | $3,723+92.9% | $2,972+141.6% |
| Participant deferral / active EE | $8,989 | $3,396+164.7% | $4,653+93.2% | $4,874+84.4% |
| Admin fee / account holder | $175 | $135+29.8% | $6,756-97.4% | $139+25.5% |