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) | $1,930,330 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $959,477 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $871,105 |
MERCER7+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $125,000 |
CROWE LLP4 years Filed as: CROWE LLC Service code 10 · EIN 35-0921680 | Accounting | $44,000 |
WINSTON & STRAWN LLP7+ years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $29,721 |
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 | $290,056 | $134,619+115.5% | $111,319+160.6% | $101,555+185.6% |
| Participation rate | 95.5% | 89.0%+6.5pp | 77.3%+18.2pp | 74.5%+20.9pp |
| Annual return | 14.82% | 17.96%-3.1pp | 54.68%-39.9pp | 21.00%-6.2pp |
| Employer contribution / active EE | $4,265 | $3,829+11.4% | $2,732+56.1% | $2,972+43.5% |
| Participant deferral / active EE | $9,784 | $6,572+48.9% | $4,488+118.0% | $4,874+100.7% |
| Admin fee / account holder | $206 | $86+139.1% | $7,966-97.4% | $139+47.9% |