Filed September 23, 1992
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $411,941 |
MERCER3 years Service code 16 · EIN 30-0282430 | Consulting | $394,378 |
KILPATRICK TOWNSEND7 years Service code 29 · EIN 56-0511774 | Legal | $97,449 |
Filed as: VOYA M Service code 26 · EIN 02-0488491 | Advisory (Participants) | $74,419 |
MORNINGSTAR9 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $57,015 |
WARREN AVERETT, LLC8 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,964 | $136,471+68.5% | $161,149+42.7% | $100,573+128.7% |
| Participation rate | 96.5% | 79.3%+17.2pp | 78.8%+17.6pp | 70.9%+25.5pp |
| Annual return | 16.13% | 17.32%-1.2pp | 21.16%-5.0pp | 18.89%-2.8pp |
| Employer contribution / active EE | $12,733 | $4,699+171.0% | $4,360+192.0% | $3,763+238.3% |
| Participant deferral / active EE | $10,808 | $6,371+69.6% | $6,153+75.6% | $4,921+119.6% |
| Admin fee / account holder | $217 | $120+80.9% | $15,194-98.6% | $454-52.2% |