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) | $1,669,265 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,273,775 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $848,652 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $202,000 |
CROWE LLP2 years Filed as: CROWE LLC Service code 10 · EIN 35-0921680 | Accounting | $45,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,202 | $117,238+113.4% | $87,102+187.2% | $82,204+204.4% |
| Participation rate | 96.4% | 87.2%+9.2pp | 76.9%+19.6pp | 73.4%+23.0pp |
| Annual return | 22.72% | 25.80%-3.1pp | 28.19%-5.5pp | 26.31%-3.6pp |
| Employer contribution / active EE | $4,421 | $3,535+25.1% | $2,521+75.4% | $2,707+63.3% |
| Participant deferral / active EE | $10,086 | $5,976+68.8% | $4,048+149.1% | $4,246+137.6% |
| Admin fee / account holder | $150 | $81+85.1% | $7,493-98.0% | $76+99.0% |