Filed July 9, 1997
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 37 · EIN 04-3516284 | Loan Processing | $795,078 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $90,900 |
COVINGTON & BURLING LLP1 year Service code 29 · EIN 53-0188411 | Legal | $41,456 |
Filed as: WILLIS TOWERS WATSON Service code 10 · EIN 53-0181291 | Accounting | $41,446 |
THE VANGUARD GROUP, INC.5+ years Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $127,454 | $117,238+8.7% | $87,102+46.3% | $82,204+55.0% |
| Participation rate | 93.3% | 87.2%+6.0pp | 76.9%+16.4pp | 73.4%+19.9pp |
| Annual return | 24.03% | 25.80%-1.8pp | 28.19%-4.2pp | 26.31%-2.3pp |
| Employer contribution / active EE | $3,621 | $3,535+2.4% | $2,521+43.6% | $2,707+33.7% |
| Participant deferral / active EE | $6,507 | $5,976+8.9% | $4,048+60.7% | $4,246+53.3% |
| Admin fee / account holder | $91 | $81+12.0% | $7,493-98.8% | $76+20.4% |