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) | $1,782,914 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $979,345 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $785,093 |
MERCER9+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $122,100 |
CROWE LLP6 years Filed as: CROWE LLC Service code 10 · EIN 35-0921680 | Accounting | $47,000 |
WINSTON & STRAWN LLP9+ years Filed as: WINSTON AND STRAWN Service code 29 · EIN 36-1975990 | Legal | $5,510 |
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 | $266,747 | $118,464+125.2% | $96,564+176.2% | $103,657+157.3% |
| Participation rate | 95.3% | 89.0%+6.3pp | 76.0%+19.4pp | 73.4%+22.0pp |
| Annual return | 16.58% | 18.79%-2.2pp | 25.89%-9.3pp | 33.13%-16.5pp |
| Employer contribution / active EE | $4,743 | $4,210+12.7% | $2,967+59.9% | $3,216+47.5% |
| Participant deferral / active EE | $10,737 | $7,277+47.6% | $4,852+121.3% | $5,218+105.8% |
| Admin fee / account holder | $165 | $81+103.7% | $8,256-98.0% | $114+44.7% |