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) | $2,820,446 |
MBSC SECURITIES CORPORATION4+ years Service code 71 200 PARK AVENUE · NEW YORK, NY 10166 | Brokerage Fees | $0 |
THE BANK OF NEW YORK MELLON4+ 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 | $139,918 | $96,381+45.2% | $140,019-0.1% | $73,367+90.7% |
| Participation rate | 98.4% | 90.1%+8.3pp | 87.5%+10.9pp | 69.5%+29.0pp |
| Annual return | -5.58% | -4.30%-1.3pp | 651.19%-656.8pp | 173.45%-179.0pp |
| Employer contribution / active EE | $5,916 | $4,168+41.9% | $5,605+5.5% | $2,499+136.8% |
| Participant deferral / active EE | $8,228 | $6,186+33.0% | $6,927+18.8% | $4,033+104.0% |
| Admin fee / account holder | $63 | $100-37.2% | $10,705-99.4% | $68-8.2% |