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) | $1,394,289 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $996,153 |
ROCATON INVESTMENT ADVISORS, LLC5+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $260,136 |
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $96,400 |
KELLEY DRYE & WARREN LLP5+ years Filed as: KELLY DRYE & WARREN LLP Service code 29 · EIN 13-5335107 | Legal | $44,668 |
Service code 16 · EIN 53-0181291 | Consulting | $38,500 |
Filed as: QDRO CONSULTANTS Service code 49 · EIN 34-1820650 | Other Services | $7,800 |
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 | $158,596 | $116,243+36.4% | $91,994+72.4% | $89,609+77.0% |
| Participation rate | 95.8% | 84.8%+11.0pp | 78.6%+17.2pp | 69.6%+26.2pp |
| Annual return | 22.03% | 23.75%-1.7pp | 69.04%-47.0pp | 33.65%-11.6pp |
| Employer contribution / active EE | $3,681 | $3,226+14.1% | $3,453+6.6% | $2,584+42.4% |
| Participant deferral / active EE | $9,974 | $7,519+32.6% | $5,924+68.4% | $4,222+136.2% |
| Admin fee / account holder | $119 | $82+44.4% | $7,744-98.5% | $72+65.8% |