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) | $3,052,604 |
Filed as: BNY MELLON SECURITIES CORPORATION Service code 71 240 GREENWICH STREET · NEW YORK, NY 10286 | Brokerage Fees | $0 |
THE BANK OF NEW YORK MELLON5+ 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 | $168,003 | $121,259+38.5% | $162,185+3.6% | $89,609+87.5% |
| Participation rate | 98.3% | 90.0%+8.2pp | 87.6%+10.7pp | 69.6%+28.7pp |
| Annual return | 20.99% | 22.23%-1.2pp | 115.61%-94.6pp | 33.65%-12.7pp |
| Employer contribution / active EE | $6,257 | $4,435+41.1% | $5,613+11.5% | $2,584+142.1% |
| Participant deferral / active EE | $8,815 | $6,620+33.2% | $7,297+20.8% | $4,222+108.8% |
| Admin fee / account holder | $69 | $101-31.8% | $10,844-99.4% | $72-4.1% |