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) | $1,600,679 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $651,117 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $129,918 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $79,550 |
CROWE LLP1 year Filed as: CROWE LLC Service code 10 · EIN 35-0921680 | Accounting | $45,500 |
WINSTON & STRAWN LLP4+ years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $6,787 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $213,555 | $96,261+121.9% | $76,768+178.2% | $68,904+209.9% |
| Participation rate | 97.1% | 87.0%+10.1pp | 77.0%+20.2pp | 74.1%+23.0pp |
| Annual return | -5.81% | -0.85%-5.0pp | 2.43%-8.2pp | 1.07%-6.9pp |
| Employer contribution / active EE | $4,544 | $3,303+37.6% | $2,485+82.8% | $2,540+78.9% |
| Participant deferral / active EE | $10,449 | $5,537+88.7% | $3,852+171.3% | $4,015+160.2% |
| Admin fee / account holder | $117 | $73+60.0% | $6,676-98.3% | $71+63.5% |