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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% | $86,451+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 | 4398.51%-4416.3pp | 10.90%-28.7pp |
| Employer contribution / active EE | $5,315 | $3,111+70.9% | $3,770+41.0% | $3,128+69.9% |
| Participant deferral / active EE | $11,916 | $6,427+85.4% | $6,953+71.4% | $5,089+134.2% |
| Admin fee / account holder | $113 | $82+37.5% | $6,734-98.3% | $79+43.6% |