Filed March 20, 1995
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.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Service code 28 | Investment Management | $0 |
Filed as: ING FINANCIAL ADVISERS Service code 63 | 12b-1 Fees | $0 |
Filed as: ING LIFE INSURANCE AND ANNUITY CO Service code 60 | Sub-TA Fees | $0 |
JANUS HENDERSON2+ years Filed as: JANUS FUNDS Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T.ROWE PRICE FUNDS Service code 28 | Investment Management | $0 |
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 | $78,508 | $60,165+30.5% | $74,184+5.8% | $55,167+42.3% |
| Participation rate | 71.0% | 74.2%-3.1pp | 76.6%-5.6pp | 69.0%+2.0pp |
| Annual return | 16.79% | 10.00%+6.8pp | 17.74%-0.9pp | 169.23%-152.4pp |
| Employer contribution / active EE | $461 | $1,600-71.2% | $2,370-80.5% | $1,963-76.5% |
| Participant deferral / active EE | $2,265 | $2,973-23.8% | $3,550-36.2% | $3,054-25.9% |
| Admin fee / account holder | $24 | $419-94.2% | $5,586-99.6% | $504-95.2% |