Filed January 15, 1999 (most recent of 4 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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $467,921 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $240,000 |
MCGUIREWOODS LLP1 year Service code 29 · EIN 54-0505857 | Legal | $82,303 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $74,383 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $48,825 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY EASTERN STATES IN Service code 16 · EIN 13-1835864 | Consulting | $45,530 |
Service code 99 · EIN 20-8307105 | Other Fees | $7,176 |
Filed as: CHARLES SCHWAB & CO Service code 26 · EIN 94-1737782 | Advisory (Participants) | $4,809 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,127 |
Service code 59 | Shareholder Servicing | $0 |
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 | $151,732 | $153,784-1.3% | $105,624+43.7% | $99,313+52.8% |
| Participation rate | 98.7% | 92.3%+6.4pp | 75.3%+23.4pp | 71.7%+27.0pp |
| Annual return | 10.63% | 14.98%-4.4pp | 116.20%-105.6pp | 17.67%-7.0pp |
| Employer contribution / active EE | $7,751 | $5,293+46.5% | $3,168+144.7% | $3,264+137.5% |
| Participant deferral / active EE | $8,419 | $8,286+1.6% | $5,013+68.0% | $5,346+57.5% |
| Admin fee / account holder | $109 | $77+40.7% | $10,961-99.0% | $109-0.3% |