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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $113,274 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 55 1300 THOMAS STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Other Commissions | $87,213 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,001 | $64,612+2.1% | $86,438-23.6% | $64,819+1.8% |
| Participation rate | 99.4% | 81.5%+18.0pp | 80.3%+19.1pp | 71.5%+28.0pp |
| Annual return | -18.77% | 0.66%-19.4pp | 4397.19%-4416.0pp | 32.84%-51.6pp |
| Employer contribution / active EE | $3,643 | $2,744+32.7% | $3,769-3.4% | $2,507+45.3% |
| Participant deferral / active EE | $5,418 | $7,497-27.7% | $6,952-22.1% | $4,311+25.7% |
| Admin fee / account holder | $169 | $169-0.3% | $6,733-97.5% | $188-10.2% |