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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA FINANCIAL Service code 15 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $142,047 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 17 · EIN 36-3145972 | Pension Consulting | $101,877 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,255 | $86,791+128.4% | $115,038+72.3% | $59,188+235.0% |
| Participation rate | 98.1% | 72.8%+25.3pp | 81.4%+16.7pp | 69.4%+28.7pp |
| Annual return | 1.05% | 4.44%-3.4pp | 26.14%-25.1pp | 5.51%-4.5pp |
| Employer contribution / active EE | $9,423 | $2,950+219.5% | $4,608+104.5% | $2,098+349.1% |
| Participant deferral / active EE | $11,865 | $5,298+124.0% | $6,026+96.9% | $3,265+263.4% |
| Admin fee / account holder | $104 | $95+9.7% | $8,175-98.7% | $92+13.0% |