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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 64 · EIN 04-3516284 | Recordkeeping Fees | $65,649 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $65,264 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,646 | $57,096+15.0% | $94,224-30.3% | $55,191+18.9% |
| Participation rate | 73.5% | 75.7%-2.1pp | 78.8%-5.2pp | 69.2%+4.4pp |
| Annual return | 5.86% | 159.65%-153.8pp | 10.68%-4.8pp | 10.78%-4.9pp |
| Employer contribution / active EE | $797 | $1,708-53.3% | $3,587-77.8% | $1,899-58.0% |
| Participant deferral / active EE | $2,432 | $3,165-23.1% | $4,320-43.7% | $3,046-20.2% |
| Admin fee / account holder | $149 | $89+66.5% | $6,269-97.6% | $91+63.6% |