Filed March 21, 2011 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS Service code 51 · EIN 13-2834414 | Investment Mgmt Fees | $327,557 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $128,993 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $62,765 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,171 | $76,209+146.9% | $81,370+131.3% | $200,096-6.0% |
| Participation rate | 97.7% | 76.4%+21.3pp | 69.5%+28.2pp | 72.0%+25.7pp |
| Annual return | 14.12% | 15.55%-1.4pp | 24.85%-10.7pp | 34.26%-20.1pp |
| Employer contribution / active EE | $9,858 | $2,807+251.2% | $2,464+300.1% | $3,038+224.5% |
| Participant deferral / active EE | $9,157 | $4,210+117.5% | $3,885+135.7% | $5,090+79.9% |
| Admin fee / account holder | $614 | $146+320.4% | $5,749-89.3% | $269+127.9% |