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 |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 02-0488491 | Loan Processing | $336,394 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $101,730 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $45,000 |
JENNER & BLOCK LLP1+ years Filed as: JENNER & BLOCK, LLP Service code 29 · EIN 36-2192554 | Legal | $24,147 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,487 | $120,005-32.1% | $68,509+18.9% | $67,505+20.7% |
| Participation rate | 96.7% | 87.9%+8.7pp | 74.7%+21.9pp | 71.2%+25.5pp |
| Annual return | 7.11% | 2.25%+4.9pp | 8.27%-1.2pp | 6.52%+0.6pp |
| Employer contribution / active EE | $4,513 | $4,267+5.8% | $2,278+98.1% | $2,173+107.7% |
| Participant deferral / active EE | $3,777 | $6,452-41.5% | $3,382+11.7% | $3,597+5.0% |
| Admin fee / account holder | $70 | $71-1.3% | $5,275-98.7% | $56+25.2% |