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 | Employee (plan); Other services; Othe... | $535,314 |
Filed as: FAEGRE DRINKER Service code 29 · EIN 41-0244008 | Legal | $102,004 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $95,842 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $62,800 |
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 | $145,143 | $118,464+22.5% | $96,564+50.3% | $103,657+40.0% |
| Participation rate | 95.0% | 89.0%+6.0pp | 76.0%+19.1pp | 73.4%+21.7pp |
| Annual return | 19.03% | 18.79%+0.2pp | 25.89%-6.9pp | 33.13%-14.1pp |
| Employer contribution / active EE | $4,546 | $4,210+8.0% | $2,967+53.2% | $3,216+41.4% |
| Participant deferral / active EE | $8,160 | $7,277+12.1% | $4,852+68.2% | $5,218+56.4% |
| Admin fee / account holder | $124 | $81+53.4% | $8,256-98.5% | $114+9.0% |