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) | $1,748,800 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $684,317 |
GOLDMAN SACHS1 year Filed as: GSAM, ROCATON Service code 28 · EIN 13-3575636 | Investment Management | $286,799 |
PRICEWATERHOUSECOOPERS LLP7+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $104,650 |
KELLEY DRYE & WARREN LLP7+ years Filed as: KELLY DRYE & WARREN LLP Service code 29 · EIN 13-5335107 | Legal | $49,275 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $37,500 |
HS2 BENEFITS1 year Service code 16 · EIN 71-1019254 | Consulting | $35,000 |
Filed as: QDRO CONSULTANTS Service code 49 · EIN 34-1820650 | Other Services | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,565 | $159,295+29.7% | $108,421+90.5% | $106,520+93.9% |
| Participation rate | 96.0% | 85.5%+10.5pp | 80.1%+15.9pp | 71.3%+24.7pp |
| Annual return | 13.24% | 17.79%-4.6pp | 905.61%-892.4pp | 19.28%-6.0pp |
| Employer contribution / active EE | $4,796 | $3,803+26.1% | $3,560+34.7% | $2,840+68.8% |
| Participant deferral / active EE | $11,682 | $9,392+24.4% | $6,564+78.0% | $4,948+136.1% |
| Admin fee / account holder | $133 | $99+34.3% | $7,298-98.2% | $75+77.9% |