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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $98,782 |
Filed as: MORGAN STANLEY Service code 55 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Other Commissions | $89,068 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,199 | $90,064-5.4% | $100,415-15.2% | $77,762+9.6% |
| Participation rate | 99.0% | 81.3%+17.7pp | 81.5%+17.5pp | 70.6%+28.4pp |
| Annual return | 15.41% | 20.61%-5.2pp | 49.47%-34.1pp | 31.27%-15.9pp |
| Employer contribution / active EE | $4,051 | $3,043+33.1% | $3,943+2.7% | $2,728+48.5% |
| Participant deferral / active EE | $5,868 | $8,282-29.1% | $8,091-27.5% | $4,651+26.2% |
| Admin fee / account holder | $159 | $172-7.8% | $7,906-98.0% | $433-63.4% |