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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 1 ORANGE WAY · WINDSOR, CT 060954774 | Advisory (Participants) | $25,678 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $8,932 |
Service code 49 | Other Services | $1,712 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,384 | $101,672-72.1% | $147,117-80.7% | $74,478-61.9% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 28.21% | 8757.83%-8729.6pp | 420.54%-392.3pp | 1370.56%-1342.4pp |
| Employer contribution / active EE | $1,727 | $3,813-54.7% | $4,932-65.0% | $2,626-34.3% |
| Participant deferral / active EE | $3,407 | $7,305-53.4% | $8,065-57.8% | $4,350-21.7% |
| Admin fee / account holder | $220 | $1,753-87.4% | $12,993-98.3% | $1,946-88.7% |