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) | $3,243,436 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON SECURITIES CORPORATION Service code 71 240 GREENWICH STREET · NEW YORK, NY 10286 | Brokerage Fees | $0 |
THE BANK OF NEW YORK MELLON6+ 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 | $191,219 | $139,268+37.3% | $177,839+7.5% | $106,273+79.9% |
| Participation rate | 99.0% | 91.6%+7.4pp | 87.7%+11.2pp | 70.8%+28.2pp |
| Annual return | 12.52% | 17.20%-4.7pp | 48.33%-35.8pp | 21.70%-9.2pp |
| Employer contribution / active EE | $6,595 | $4,832+36.5% | $5,919+11.4% | $2,722+142.3% |
| Participant deferral / active EE | $9,417 | $7,227+30.3% | $7,714+22.1% | $4,601+104.6% |
| Admin fee / account holder | $75 | $97-22.3% | $12,432-99.4% | $78-4.0% |