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) | $1,760,544 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $880,529 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $773,339 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $190,000 |
CROWE LLP5 years Filed as: CROWE LLC Service code 10 · EIN 35-0921680 | Accounting | $44,000 |
WINSTON & STRAWN LLP8+ years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $11,833 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,750 | $106,087+123.2% | $86,717+173.0% | $78,104+203.1% |
| Participation rate | 95.2% | 89.6%+5.6pp | 76.6%+18.6pp | 74.5%+20.7pp |
| Annual return | -14.73% | -14.87%+0.1pp | 35.97%-50.7pp | 10.90%-25.6pp |
| Employer contribution / active EE | $4,587 | $4,110+11.6% | $2,837+61.7% | $3,128+46.7% |
| Participant deferral / active EE | $10,191 | $6,851+48.8% | $4,657+118.8% | $5,089+100.3% |
| Admin fee / account holder | $164 | $81+101.4% | $7,494-97.8% | $79+107.2% |