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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,422,971 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 29 · EIN 04-3516284 | Legal | $713,929 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $422,692 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $259,625 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLC Service code 10 · EIN 35-0921680 | Accounting | $46,500 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $15,150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,490 | $100,921+132.4% | $82,313+184.9% | $177,276+32.3% |
| Participation rate | 97.1% | 86.9%+10.1pp | 76.9%+20.2pp | 74.8%+22.2pp |
| Annual return | 16.68% | 20.33%-3.7pp | 25.88%-9.2pp | 21.25%-4.6pp |
| Employer contribution / active EE | $4,186 | $3,145+33.1% | $2,428+72.4% | $2,479+68.9% |
| Participant deferral / active EE | $9,975 | $5,192+92.1% | $3,706+169.2% | $3,881+157.1% |
| Admin fee / account holder | $132 | $64+105.8% | $5,608-97.6% | $154-14.3% |