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 22-1862786 | Advisory (Participants) | $1,353,606 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $653,104 |
GOLDMAN SACHS2 years Filed as: GSAM, ROCATON Service code 28 · EIN 13-3575636 | Investment Management | $301,137 |
PRICEWATERHOUSECOOPERS LLP8+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $104,650 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $37,500 |
MORGAN LEWIS1 year Service code 29 · EIN 23-0891050 | Legal | $30,852 |
KELLEY DRYE & WARREN LLP8+ years Filed as: KELLY DRYE & WARREN LLP Service code 29 · EIN 13-5335107 | Legal | $5,482 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,965 | $83,595+97.3% | $86,460+90.8% | $78,104+111.2% |
| Participation rate | 94.6% | 81.9%+12.8pp | 80.3%+14.3pp | 74.5%+20.1pp |
| Annual return | -17.76% | -10.64%-7.1pp | 4399.82%-4417.6pp | 10.90%-28.7pp |
| Employer contribution / active EE | $5,315 | $3,111+70.9% | $3,771+41.0% | $3,128+69.9% |
| Participant deferral / active EE | $11,916 | $6,427+85.4% | $6,954+71.4% | $5,089+134.2% |
| Admin fee / account holder | $113 | $82+37.5% | $6,727-98.3% | $79+43.6% |