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 | $1,122,956 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $170,321 |
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 | $45,722 | $48,464-5.7% | $90,974-49.7% | $106,273-57.0% |
| Participation rate | 52.0% | 53.1%-1.1pp | 69.0%-17.0pp | 70.8%-18.8pp |
| Annual return | 23.57% | 16.72%+6.8pp | 134.60%-111.0pp | 21.70%+1.9pp |
| Employer contribution / active EE | $221 | $939-76.5% | $2,122-89.6% | $2,722-91.9% |
| Participant deferral / active EE | $1,403 | $1,510-7.1% | $3,373-58.4% | $4,601-69.5% |
| Admin fee / account holder | $10 | $58-83.4% | $5,961-99.8% | $78-87.7% |