Filed August 6, 2010 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,061,925 |
MBSC SECURITIES CORPORATION1+ years Service code 71 200 PARK AVENUE · NEW YORK, NY 10166 | Brokerage Fees | $0 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 71 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Brokerage Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,526 | $87,670+37.5% | $123,105-2.1% | $69,651+73.0% |
| Participation rate | 95.7% | 87.8%+7.9pp | 86.8%+8.9pp | 66.6%+29.1pp |
| Annual return | 0.07% | 3.10%-3.0pp | 13.22%-13.1pp | 53.77%-53.7pp |
| Employer contribution / active EE | $4,620 | $3,511+31.6% | $5,151-10.3% | $2,241+106.2% |
| Participant deferral / active EE | $6,614 | $5,412+22.2% | $6,229+6.2% | $3,635+81.9% |
| Admin fee / account holder | $48 | $94-49.5% | $9,014-99.5% | $63-24.8% |