Filed November 16, 2012
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 INSTITUTIONAL PLAN SERVICES Service code 13 · EIN 04-3516284 | Contract Administrator | $1,759,425 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $89,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,380 | $38,510-2.9% | $74,549-49.9% | $73,367-49.1% |
| Participation rate | 50.8% | 53.5%-2.7pp | 69.1%-18.3pp | 69.5%-18.6pp |
| Annual return | 5.08% | -0.94%+6.0pp | 32.54%-27.5pp | 173.45%-168.4pp |
| Employer contribution / active EE | $0 | $774-100.0% | $1,961-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $1,114 | $1,421-21.6% | $3,108-64.2% | $4,033-72.4% |
| Admin fee / account holder | $13 | $52-75.4% | $5,059-99.7% | $68-81.3% |