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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,359,591 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $867,316 |
ROCATON INVESTMENT ADVISORS, LLC4+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $247,748 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $102,000 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC Service code 16 · EIN 53-0181291 | Consulting | $40,814 |
KELLEY DRYE & WARREN LLP4+ years Filed as: KELLY DRYE & WARREN LLP Service code 29 · EIN 13-5335107 | Legal | $37,890 |
Filed as: QDRO CONSULTANTS Service code 49 · EIN 34-1820650 | Other Services | $7,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,408 | $94,115+42.8% | $83,327+61.3% | $73,367+83.2% |
| Participation rate | 95.1% | 83.7%+11.4pp | 77.8%+17.4pp | 69.5%+25.7pp |
| Annual return | -23.40% | -6.12%-17.3pp | 10.64%-34.0pp | 173.45%-196.9pp |
| Employer contribution / active EE | $4,485 | $2,931+53.0% | $3,379+32.7% | $2,499+79.5% |
| Participant deferral / active EE | $12,784 | $6,759+89.1% | $5,565+129.7% | $4,033+217.0% |
| Admin fee / account holder | $110 | $75+46.5% | $7,540-98.5% | $68+61.0% |