Filed May 5, 2005 (most recent of 3 filings on file)
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 RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $1,924,044 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $944,515 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $772,938 |
MERCER10+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $125,763 |
WINSTON & STRAWN LLP10+ years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $50,897 |
CROWE LLP7 years Filed as: CROWE LLC Service code 10 · EIN 35-0921680 | Accounting | $47,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,671 | $178,759+63.7% | $102,460+185.6% | $106,553+174.7% |
| Participation rate | 93.5% | 91.3%+2.2pp | 76.5%+17.0pp | 69.8%+23.6pp |
| Annual return | 13.14% | 17.23%-4.1pp | 29.47%-16.3pp | 17.37%-4.2pp |
| Employer contribution / active EE | $4,904 | $5,750-14.7% | $3,025+62.1% | $3,359+46.0% |
| Participant deferral / active EE | $10,966 | $9,466+15.8% | $5,056+116.9% | $5,562+97.1% |
| Admin fee / account holder | $137 | $62+119.8% | $9,460-98.6% | $80+71.4% |