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) | $1,720,619 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $859,672 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $854,989 |
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $125,000 |
WINSTON & STRAWN LLP6+ years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $85,271 |
CROWE LLP3 years Filed as: CROWE LLC Service code 10 · EIN 35-0921680 | Accounting | $44,000 |
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 | $266,344 | $124,049+114.7% | $95,968+177.5% | $93,223+185.7% |
| Participation rate | 95.5% | 88.4%+7.1pp | 77.1%+18.4pp | 74.9%+20.6pp |
| Annual return | 13.15% | 22.17%-9.0pp | 91.65%-78.5pp | 19.29%-6.1pp |
| Employer contribution / active EE | $1,795 | $3,478-48.4% | $2,542-29.4% | $2,680-33.0% |
| Participant deferral / active EE | $9,888 | $6,147+60.9% | $4,167+137.3% | $4,563+116.7% |
| Admin fee / account holder | $157 | $73+115.7% | $6,798-97.7% | $79+98.0% |