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 | Other services; Participant loan proc... | $615,849 |
Filed as: FAEGRE DRINKER Service code 29 · EIN 41-0244008 | Legal | $118,477 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $59,600 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $54,663 |
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 | $127,375 | $106,087+20.1% | $86,717+46.9% | $78,104+63.1% |
| Participation rate | 95.5% | 89.6%+6.0pp | 76.6%+19.0pp | 74.5%+21.0pp |
| Annual return | -10.04% | -14.87%+4.8pp | 35.97%-46.0pp | 10.90%-20.9pp |
| Employer contribution / active EE | $4,250 | $4,110+3.4% | $2,837+49.8% | $3,128+35.9% |
| Participant deferral / active EE | $7,770 | $6,851+13.4% | $4,657+66.9% | $5,089+52.7% |
| Admin fee / account holder | $128 | $81+57.3% | $7,494-98.3% | $79+61.8% |