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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,279,405 |
Filed as: VOYA INSTITUTIONAL PN SERVICES, LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $633,602 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $132,200 |
ERNST & YOUNG LLP8+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $104,050 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $53,550 |
MERCER1 year Filed as: INC MERCER Service code 28 · EIN 30-0282430 | Investment Management | $7,500 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage | $5,140 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,222 | $70,048+204.4% | $112,270+89.9% | $78,104+173.0% |
| Participation rate | 74.9% | 84.1%-9.3pp | 75.1%-0.2pp | 74.5%+0.3pp |
| Annual return | -13.38% | -10.85%-2.5pp | 27.49%-40.9pp | 10.90%-24.3pp |
| Employer contribution / active EE | $8,347 | $4,000+108.7% | $3,635+129.6% | $3,128+166.9% |
| Participant deferral / active EE | $8,340 | $3,679+126.7% | $4,729+76.4% | $5,089+63.9% |
| Admin fee / account holder | $158 | $127+24.6% | $6,411-97.5% | $79+100.2% |