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) | $4,264,174 |
THE BANK OF NEW YORK MELLON3 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 MELLON7+ 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 | $218,875 | $143,889+52.1% | $189,534+15.5% | $106,520+105.5% |
| Participation rate | 97.5% | 89.1%+8.4pp | 87.8%+9.7pp | 71.3%+26.2pp |
| Annual return | 16.69% | 17.38%-0.7pp | 555.39%-538.7pp | 19.28%-2.6pp |
| Employer contribution / active EE | $6,744 | $4,416+52.7% | $6,162+9.4% | $2,840+137.4% |
| Participant deferral / active EE | $10,244 | $7,575+35.2% | $8,220+24.6% | $4,948+107.0% |
| Admin fee / account holder | $99 | $98+1.0% | $12,049-99.2% | $75+33.2% |