Filed February 26, 2009 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $1,483,922 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $611,520 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT Service code 27 · EIN 36-4001764 | Advisory (Plan) | $142,500 |
PRICEWATERHOUSECOOPERS LLP10+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $116,465 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $106,397 |
WILLIS TOWERS WATSON US LLC6 years Service code 16 · EIN 53-0181291 | Consulting | $37,500 |
Filed as: QDRO CONSULTANTS Service code 49 · EIN 34-1820650 | Other Services | $5,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,564 | $99,314+126.1% | $100,392+123.7% | $99,314+126.1% |
| Participation rate | 95.5% | 71.7%+23.8pp | 81.5%+14.0pp | 71.7%+23.8pp |
| Annual return | 14.19% | 17.67%-3.5pp | 49.45%-35.3pp | 17.67%-3.5pp |
| Employer contribution / active EE | $5,955 | $3,264+82.4% | $3,941+51.1% | $3,264+82.4% |
| Participant deferral / active EE | $13,284 | $5,346+148.5% | $8,090+64.2% | $5,346+148.5% |
| Admin fee / account holder | $126 | $109+15.1% | $7,904-98.4% | $109+15.1% |