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) | $2,296,539 |
MBSC SECURITIES CORPORATION2+ years Service code 71 200 PARK AVENUE · NEW YORK, NY 10166 | Brokerage Fees | $0 |
THE BANK OF NEW YORK MELLON2+ 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 | $129,859 | $93,756+38.5% | $133,975-3.1% | $329,111-60.5% |
| Participation rate | 98.7% | 89.7%+9.0pp | 87.1%+11.6pp | 67.9%+30.8pp |
| Annual return | 9.52% | 20.33%-10.8pp | 29.29%-19.8pp | 16.35%-6.8pp |
| Employer contribution / active EE | $5,359 | $3,619+48.1% | $5,211+2.8% | $2,303+132.7% |
| Participant deferral / active EE | $7,001 | $5,685+23.2% | $6,282+11.4% | $3,682+90.1% |
| Admin fee / account holder | $52 | $90-41.9% | $9,324-99.4% | $754-93.1% |