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 30 · EIN 04-3516284 | Participant loan processing; Other fe... | $358,384 |
COVINGTON & BURLING LLP3 years Service code 29 · EIN 53-0188411 | Legal | $114,117 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $84,909 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $59,600 |
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 | $158,226 | $134,619+17.5% | $111,319+42.1% | $101,555+55.8% |
| Participation rate | 89.4% | 89.0%+0.4pp | 77.3%+12.0pp | 74.5%+14.8pp |
| Annual return | 16.49% | 17.96%-1.5pp | 54.68%-38.2pp | 21.00%-4.5pp |
| Employer contribution / active EE | $3,557 | $3,829-7.1% | $2,732+30.2% | $2,972+19.7% |
| Participant deferral / active EE | $6,913 | $6,572+5.2% | $4,488+54.1% | $4,874+41.8% |
| Admin fee / account holder | $67 | $86-22.8% | $7,966-99.2% | $139-52.2% |