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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,470,921 |
Filed as: VOYA INSTITUTIONAL PN SERVICES, LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $698,411 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $158,200 |
ERNST & YOUNG LLP10+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $124,500 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $55,450 |
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 | $250,782 | $86,936+188.5% | $102,437+144.8% | $99,313+152.5% |
| Participation rate | 73.8% | 81.7%-7.8pp | 74.5%-0.7pp | 71.7%+2.1pp |
| Annual return | 13.21% | 14.99%-1.8pp | 24.95%-11.7pp | 17.67%-4.5pp |
| Employer contribution / active EE | $8,660 | $3,925+120.6% | $3,871+123.7% | $3,264+165.3% |
| Participant deferral / active EE | $9,288 | $3,825+142.8% | $5,060+83.6% | $5,346+73.7% |
| Admin fee / account holder | $178 | $140+26.6% | $8,388-97.9% | $109+62.7% |